SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 578 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,000 | 0.0% | 39 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | -25.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $4,000 | -92.9% | 38 | -93.6% | 0.00% | -92.7% |
| Q2 2018 | $56,000 | +3.7% | 597 | +0.7% | 0.04% | 0.0% |
| Q1 2018 | $54,000 | -3.6% | 593 | +0.5% | 0.04% | 0.0% |
| Q4 2017 | $56,000 | +7.7% | 590 | +3.0% | 0.04% | +5.1% |
| Q3 2017 | $52,000 | +1633.3% | 573 | +1448.6% | 0.04% | +1850.0% |
| Q2 2017 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | -33.3% |
| Q4 2016 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | – | 37 | – | 0.00% | – |
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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% |