SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 482 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $9,450,000 | -33.0% | 118,333 | -15.6% | 0.44% | -15.8% |
Q4 2019 | $14,095,000 | +17.9% | 140,162 | +20.3% | 0.52% | +10.1% |
Q3 2019 | $11,956,000 | +3.9% | 116,525 | +2.1% | 0.48% | +0.8% |
Q2 2019 | $11,509,000 | +29.9% | 114,093 | +17.4% | 0.47% | +14.6% |
Q1 2018 | $8,861,000 | -18.2% | 97,162 | -15.3% | 0.41% | -14.9% |
Q4 2017 | $10,833,000 | +1.7% | 114,663 | -1.7% | 0.48% | -5.8% |
Q3 2017 | $10,651,000 | -2.5% | 116,626 | -5.1% | 0.51% | -4.6% |
Q2 2017 | $10,922,000 | +4.0% | 122,870 | +3.1% | 0.54% | -31.9% |
Q1 2017 | $10,505,000 | +105.3% | 119,185 | +99.2% | 0.79% | +95.1% |
Q4 2016 | $5,118,000 | +3.3% | 59,822 | +1.9% | 0.41% | +1.8% |
Q3 2016 | $4,953,000 | +51.8% | 58,717 | +51.0% | 0.40% | +50.6% |
Q2 2016 | $3,263,000 | +462.6% | 38,879 | +435.5% | 0.26% | +440.8% |
Q1 2016 | $580,000 | +24.5% | 7,260 | +14.5% | 0.05% | +22.5% |
Q4 2015 | $466,000 | +0.4% | 6,340 | -1.4% | 0.04% | -7.0% |
Q3 2015 | $464,000 | -18.7% | 6,430 | -14.2% | 0.04% | +26.5% |
Q2 2015 | $571,000 | +12.4% | 7,495 | +15.3% | 0.03% | +3.0% |
Q1 2015 | $508,000 | +8.3% | 6,499 | +9.2% | 0.03% | +6.5% |
Q4 2014 | $469,000 | – | 5,949 | – | 0.03% | – |
Download |
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% |