SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $6,000 | -14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | -84.2% | 70 | -83.3% | 0.00% | -83.3% |
| Q1 2018 | $38,000 | -7.3% | 420 | -3.4% | 0.01% | -14.3% |
| Q4 2017 | $41,000 | -63.7% | 435 | -64.8% | 0.01% | -63.2% |
| Q3 2017 | $113,000 | +2.7% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $110,000 | +0.9% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $109,000 | +2.8% | 1,235 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $106,000 | +3.9% | 1,235 | 0.0% | 0.02% | +5.6% |
| Q3 2016 | $102,000 | -1.9% | 1,235 | 0.0% | 0.02% | -10.0% |
| Q2 2016 | $104,000 | +6.1% | 1,235 | +1.2% | 0.02% | +42.9% |
| Q1 2016 | $98,000 | +8.9% | 1,220 | 0.0% | 0.01% | -17.6% |
| Q4 2015 | $90,000 | -3.2% | 1,220 | 0.0% | 0.02% | +6.2% |
| Q3 2015 | $93,000 | 0.0% | 1,220 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $93,000 | – | 1,220 | – | 0.02% | – |
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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% |