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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $16,000 | +14.3% | 154 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $14,000 | -91.2% | 154 | -91.2% | 0.01% | -92.3% |
| Q2 2020 | $160,000 | +14.3% | 1,754 | 0.0% | 0.06% | +3.2% |
| Q1 2020 | $140,000 | -33.3% | 1,754 | -10.2% | 0.06% | -23.2% |
| Q4 2019 | $210,000 | +4.5% | 1,954 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $201,000 | -20.6% | 1,954 | -22.1% | 0.08% | -25.2% |
| Q2 2019 | $253,000 | +17.7% | 2,508 | +15.7% | 0.11% | +14.4% |
| Q1 2019 | $215,000 | +54.7% | 2,167 | +39.4% | 0.10% | +47.0% |
| Q4 2018 | $139,000 | -8.6% | 1,554 | 0.0% | 0.07% | -4.3% |
| Q3 2018 | $152,000 | +5.6% | 1,554 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $144,000 | +1.4% | 1,554 | 0.0% | 0.07% | -4.2% |
| Q1 2018 | $142,000 | -3.4% | 1,554 | 0.0% | 0.07% | -20.9% |
| Q4 2017 | $147,000 | +3.5% | 1,554 | 0.0% | 0.09% | -2.2% |
| Q3 2017 | $142,000 | +2.9% | 1,554 | 0.0% | 0.09% | -2.1% |
| Q2 2017 | $138,000 | +0.7% | 1,554 | 0.0% | 0.10% | -4.0% |
| Q1 2017 | $137,000 | +3.0% | 1,554 | 0.0% | 0.10% | -16.8% |
| Q4 2016 | $133,000 | +1.5% | 1,554 | 0.0% | 0.12% | -15.0% |
| Q3 2016 | $131,000 | +0.8% | 1,554 | 0.0% | 0.14% | -2.8% |
| Q2 2016 | $130,000 | -54.2% | 1,554 | -56.3% | 0.14% | -44.4% |
| Q1 2016 | $284,000 | +2481.8% | 3,554 | +2207.8% | 0.26% | +2777.8% |
| Q4 2015 | $11,000 | 0.0% | 154 | 0.0% | 0.01% | -35.7% |
| Q3 2015 | $11,000 | -8.3% | 154 | 0.0% | 0.01% | +7.7% |
| Q2 2015 | $12,000 | 0.0% | 154 | 0.0% | 0.01% | +8.3% |
| Q1 2015 | $12,000 | 0.0% | 154 | 0.0% | 0.01% | -7.7% |
| Q4 2014 | $12,000 | – | 154 | – | 0.01% | – |
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% |