SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 518 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $37,000 | -92.9% | 440 | -93.2% | 0.00% | -90.9% |
| Q1 2016 | $520,000 | +38.3% | 6,495 | +27.3% | 0.04% | +57.1% |
| Q4 2015 | $376,000 | +6.8% | 5,102 | +4.8% | 0.03% | 0.0% |
| Q3 2015 | $352,000 | +28.0% | 4,869 | +35.1% | 0.03% | +40.0% |
| Q2 2015 | $275,000 | -17.4% | 3,603 | -15.3% | 0.02% | -13.0% |
| Q1 2015 | $333,000 | – | 4,254 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |