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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,014,000 | -0.8% | 125 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $16,140,000 | +9.8% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,693,000 | -3.9% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,285,000 | +15.4% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,241,000 | +14.6% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,550,000 | +1.3% | 125 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $11,400,000 | -59.8% | 125 | -58.3% | 0.01% | -70.8% |
| Q4 2017 | $28,344,000 | +3.4% | 300 | 0.0% | 0.02% | +9.1% |
| Q3 2017 | $27,399,000 | +2.7% | 300 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $26,667,000 | +0.9% | 300 | 0.0% | 0.02% | +4.5% |
| Q1 2017 | $26,442,000 | +3.0% | 300 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $25,668,000 | – | 300 | – | 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% |