SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 439 filers reported holding SPDR SERIES TRUST in Q3 2015. The put-call ratio across all filers is 0.17 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 | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |