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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $536,000 | +3.5% | 5,670 | 0.0% | 0.21% | -2.3% |
| Q3 2017 | $518,000 | -47.0% | 5,670 | -51.1% | 0.21% | -19.6% |
| Q3 2016 | $978,000 | +7.9% | 11,590 | +2.2% | 0.26% | +17.3% |
| Q1 2016 | $906,000 | +8.6% | 11,340 | 0.0% | 0.23% | +1.3% |
| Q4 2015 | $834,000 | +2.0% | 11,340 | 0.0% | 0.22% | -2.6% |
| Q3 2015 | $818,000 | -5.3% | 11,340 | 0.0% | 0.23% | -6.5% |
| Q2 2015 | $864,000 | -2.6% | 11,340 | 0.0% | 0.24% | +2.1% |
| Q1 2015 | $887,000 | -0.8% | 11,340 | 0.0% | 0.24% | -2.4% |
| Q4 2014 | $894,000 | -0.2% | 11,340 | -5.2% | 0.25% | -5.4% |
| Q3 2014 | $896,000 | -20.0% | 11,958 | -18.2% | 0.26% | -20.0% |
| Q2 2014 | $1,120,000 | – | 14,618 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |