Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 557 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
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2018$16,0000.0%1700.0%0.01%0.0%
Q1 2018$16,000
-5.9%
1700.0%0.01%
-86.4%
Q4 2017$17,000
+13.3%
1700.0%0.04%
+633.3%
Q3 2017$15,0000.0%1700.0%0.01%0.0%
Q2 2017$15,0000.0%1700.0%0.01%0.0%
Q1 2017$15,000
-16.7%
170
-15.0%
0.01%
+20.0%
Q4 2016$18,000
+800.0%
200
+566.7%
0.01%
+400.0%
Q3 2016$2,0000.0%300.0%0.00%0.0%
Q2 2016$2,000
-50.0%
30
-47.4%
0.00%
-50.0%
Q4 2015$4,000570.00%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2016
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,793,913$158,116,00031.02%
Spectrum Asset Management, Inc. (NB/CA) 194,247$17,121,00015.74%
Jackson, Grant Investment Advisers, Inc. 193,372$17,044,00013.67%
O'Dell Group, LLC 161,388$14,225,00012.61%
Stratford Consulting, LLC 332,007$29,263,00011.69%
Private Vista, LLC 404,288$35,849,0008.91%
EisnerAmper Wealth Management Corporate Benefits, LLC 113,177$9,975,0008.64%
Ruggie Capital Group 125,166$10,990,0008.19%
Threshold Group LLC 76,034$6,702,0006.46%
Capital Investment Advisors, LLC 935,800$82,481,0006.26%
View complete list of SPDR SERIES TRUST shareholders