SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |