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 | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $49,000 | 0.0% | 580 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $49,000 | -25.8% | 580 | -30.1% | 0.01% | -29.4% |
| Q1 2016 | $66,000 | +8.2% | 830 | 0.0% | 0.02% | +13.3% |
| Q4 2015 | $61,000 | +1.7% | 830 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $60,000 | -17.8% | 830 | -12.9% | 0.02% | -11.8% |
| Q2 2015 | $73,000 | -41.1% | 953 | -40.0% | 0.02% | -41.4% |
| Q1 2015 | $124,000 | -50.6% | 1,588 | -52.6% | 0.03% | -49.1% |
| Q3 2014 | $251,000 | -31.2% | 3,352 | -29.7% | 0.06% | -32.1% |
| Q2 2014 | $365,000 | +9.6% | 4,770 | +5.4% | 0.08% | -6.7% |
| Q1 2014 | $333,000 | -30.9% | 4,524 | -31.8% | 0.09% | -26.2% |
| Q4 2013 | $482,000 | -10.4% | 6,634 | -15.0% | 0.12% | -18.7% |
| Q3 2013 | $538,000 | +0.2% | 7,804 | -3.7% | 0.15% | -4.5% |
| Q2 2013 | $537,000 | – | 8,104 | – | 0.16% | – |
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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% |