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 2016 | $1,524,000 | +14.5% | 18,161 | +9.0% | 0.29% | +10.2% |
| Q1 2016 | $1,331,000 | +9.3% | 16,658 | +0.6% | 0.26% | +11.8% |
| Q4 2015 | $1,218,000 | -7.5% | 16,566 | -9.2% | 0.24% | -10.2% |
| Q3 2015 | $1,317,000 | -9.2% | 18,253 | -4.2% | 0.26% | -0.8% |
| Q2 2015 | $1,451,000 | -12.6% | 19,052 | -10.3% | 0.27% | -13.9% |
| Q1 2015 | $1,660,000 | +0.5% | 21,228 | +1.3% | 0.31% | -1.9% |
| Q4 2014 | $1,651,000 | +3.3% | 20,963 | -1.7% | 0.32% | +0.3% |
| Q3 2014 | $1,598,000 | -0.9% | 21,333 | +1.3% | 0.31% | +20.8% |
| Q2 2014 | $1,612,000 | +5.6% | 21,054 | +1.5% | 0.26% | -21.0% |
| Q1 2014 | $1,526,000 | +0.5% | 20,739 | -0.8% | 0.33% | -6.8% |
| Q4 2013 | $1,518,000 | +7.4% | 20,913 | +2.0% | 0.35% | -3.3% |
| Q3 2013 | $1,413,000 | -4.1% | 20,499 | -7.8% | 0.36% | -18.7% |
| Q2 2013 | $1,473,000 | – | 22,229 | – | 0.45% | – |
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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% |