SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $101,000 | 0.0% | 1,000 | 0.0% | 0.00% | -60.0% |
| Q2 2019 | $101,000 | +2.0% | 1,000 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $99,000 | +10.0% | 1,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $90,000 | -38.8% | 1,000 | -33.3% | 0.01% | -14.3% |
| Q3 2018 | $147,000 | -12.0% | 1,500 | -16.7% | 0.01% | -22.2% |
| Q2 2018 | $167,000 | +1.8% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $164,000 | -3.5% | 1,800 | 0.0% | 0.01% | -18.2% |
| Q4 2017 | $170,000 | +3.7% | 1,800 | 0.0% | 0.01% | -15.4% |
| Q3 2017 | $164,000 | +2.5% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $160,000 | +0.6% | 1,800 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $159,000 | +3.2% | 1,800 | 0.0% | 0.01% | -36.4% |
| Q4 2016 | $154,000 | +3.4% | 1,800 | 0.0% | 0.02% | +10.0% |
| Q3 2016 | $149,000 | -1.3% | 1,800 | 0.0% | 0.02% | +11.1% |
| Q2 2016 | $151,000 | +4.9% | 1,800 | 0.0% | 0.02% | +5.9% |
| Q1 2016 | $144,000 | – | 1,800 | – | 0.02% | – |
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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% |