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 | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $458,000 | +51.7% | 5,158 | +46.1% | 0.08% | +15.9% |
| Q4 2016 | $302,000 | -59.5% | 3,530 | -60.0% | 0.07% | -66.5% |
| Q3 2016 | $745,000 | -0.9% | 8,828 | -1.5% | 0.21% | +20.5% |
| Q2 2016 | $752,000 | -24.4% | 8,966 | -27.9% | 0.17% | -30.5% |
| Q1 2016 | $995,000 | -0.8% | 12,443 | -8.7% | 0.25% | -2.0% |
| Q4 2015 | $1,003,000 | +165.3% | 13,635 | +160.6% | 0.25% | +128.2% |
| Q3 2015 | $378,000 | -49.7% | 5,232 | -46.9% | 0.11% | -42.4% |
| Q2 2015 | $751,000 | -12.1% | 9,859 | -9.7% | 0.19% | -15.1% |
| Q1 2015 | $854,000 | -5.0% | 10,919 | -4.3% | 0.22% | -19.9% |
| Q4 2014 | $899,000 | – | 11,409 | – | 0.28% | – |
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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% |