SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 443 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $4,594,000 | -0.6% | 48,627 | -3.9% | 1.89% | -4.6% |
| Q3 2017 | $4,622,000 | +1.2% | 50,612 | -1.5% | 1.98% | -4.8% |
| Q2 2017 | $4,566,000 | -23.6% | 51,362 | -24.3% | 2.08% | -27.5% |
| Q1 2017 | $5,980,000 | -27.2% | 67,842 | -29.3% | 2.87% | -29.9% |
| Q4 2016 | $8,209,000 | -7.7% | 95,946 | -9.0% | 4.09% | -5.4% |
| Q3 2016 | $8,898,000 | -4.4% | 105,471 | -4.9% | 4.33% | +4.9% |
| Q2 2016 | $9,311,000 | +0.5% | 110,952 | -4.3% | 4.12% | -1.1% |
| Q1 2016 | $9,266,000 | +8.0% | 115,927 | -0.6% | 4.17% | -1.5% |
| Q4 2015 | $8,582,000 | +2.0% | 116,650 | 0.0% | 4.24% | -6.0% |
| Q3 2015 | $8,417,000 | -5.9% | 116,650 | -0.6% | 4.51% | +5.6% |
| Q2 2015 | $8,943,000 | -3.7% | 117,350 | -1.2% | 4.27% | -7.0% |
| Q1 2015 | $9,290,000 | +0.4% | 118,800 | +1.2% | 4.59% | +3.4% |
| Q4 2014 | $9,251,000 | +1.6% | 117,400 | -3.4% | 4.44% | +3.0% |
| Q3 2014 | $9,109,000 | -2.6% | 121,550 | -0.4% | 4.31% | -2.0% |
| Q2 2014 | $9,348,000 | +3.7% | 122,050 | -0.4% | 4.40% | -2.8% |
| Q1 2014 | $9,017,000 | +3.1% | 122,550 | +1.7% | 4.53% | -3.7% |
| Q4 2013 | $8,747,000 | +16.2% | 120,450 | +10.3% | 4.70% | +0.7% |
| Q3 2013 | $7,528,000 | +1.2% | 109,200 | -2.7% | 4.67% | -1.0% |
| Q2 2013 | $7,439,000 | – | 112,200 | – | 4.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |