SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 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 | 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% |