SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $309,000 | -28.5% | 3,871 | -3.5% | 0.04% | -4.7% |
| Q4 2019 | $432,000 | +4.6% | 4,012 | -0.3% | 0.04% | +2.4% |
| Q3 2019 | $413,000 | +1.7% | 4,024 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $406,000 | -5.4% | 4,024 | -5.5% | 0.04% | -4.5% |
| Q1 2019 | $429,000 | +9.7% | 4,257 | -2.5% | 0.04% | -36.2% |
| Q4 2018 | $391,000 | -16.6% | 4,365 | -8.9% | 0.07% | -5.5% |
| Q3 2018 | $469,000 | +5.6% | 4,791 | 0.0% | 0.07% | -2.7% |
| Q2 2018 | $444,000 | +2.5% | 4,791 | +0.9% | 0.08% | 0.0% |
| Q1 2018 | $433,000 | +97.7% | 4,746 | +82.5% | 0.08% | +78.6% |
| Q3 2016 | $219,000 | +0.5% | 2,600 | 0.0% | 0.04% | 0.0% |
| Q2 2016 | $218,000 | +4.8% | 2,600 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $208,000 | -7.1% | 2,600 | -16.1% | 0.04% | -14.3% |
| Q3 2015 | $224,000 | -5.1% | 3,100 | 0.0% | 0.05% | +4.3% |
| Q2 2015 | $236,000 | -34.4% | 3,100 | -32.6% | 0.05% | -32.9% |
| Q1 2015 | $360,000 | -0.6% | 4,600 | 0.0% | 0.07% | -1.4% |
| Q4 2014 | $362,000 | +56.0% | 4,600 | +48.4% | 0.07% | +47.9% |
| Q3 2014 | $232,000 | -7.6% | 3,100 | -6.1% | 0.05% | -7.7% |
| Q2 2014 | $251,000 | +3.3% | 3,300 | 0.0% | 0.05% | -1.9% |
| Q1 2014 | $243,000 | +1.2% | 3,300 | 0.0% | 0.05% | -1.9% |
| Q4 2013 | $240,000 | +5.3% | 3,300 | 0.0% | 0.05% | -3.6% |
| Q3 2013 | $228,000 | +4.1% | 3,300 | 0.0% | 0.06% | -1.8% |
| Q2 2013 | $219,000 | – | 3,300 | – | 0.06% | – |
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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% |