SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $214,000 | -3.6% | 1,821 | +0.4% | 0.11% | +24.4% |
| Q2 2021 | $222,000 | +4.2% | 1,814 | +0.3% | 0.09% | -21.7% |
| Q1 2021 | $213,000 | -51.0% | 1,809 | -55.2% | 0.12% | -55.3% |
| Q4 2019 | $435,000 | +7.1% | 4,040 | +2.0% | 0.26% | +2.4% |
| Q3 2019 | $406,000 | -86.8% | 3,962 | -87.0% | 0.25% | -87.2% |
| Q2 2019 | $3,083,000 | +0.7% | 30,566 | -0.7% | 1.96% | -4.1% |
| Q1 2019 | $3,061,000 | +13.8% | 30,788 | +2.5% | 2.04% | +0.6% |
| Q4 2018 | $2,689,000 | -8.4% | 30,034 | +0.2% | 2.03% | -2.0% |
| Q3 2018 | $2,935,000 | +3.1% | 29,971 | -2.4% | 2.07% | -2.5% |
| Q2 2018 | $2,847,000 | +1.5% | 30,711 | -0.2% | 2.12% | -5.6% |
| Q1 2018 | $2,806,000 | +4.6% | 30,770 | +6.3% | 2.25% | +6.4% |
| Q4 2017 | $2,683,000 | +6.1% | 28,937 | +4.5% | 2.11% | -11.1% |
| Q3 2017 | $2,529,000 | -10.6% | 27,689 | -13.7% | 2.38% | -14.4% |
| Q1 2017 | $2,830,000 | – | 32,103 | – | 2.78% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |