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 | ||||
---|---|---|---|---|---|---|
Q3 2018 | $805,000 | +11.3% | 8,225 | +5.4% | 0.35% | +4.8% |
Q2 2018 | $723,000 | +7.7% | 7,803 | +6.0% | 0.33% | +12.8% |
Q1 2018 | $671,000 | -13.3% | 7,361 | -10.2% | 0.30% | -12.2% |
Q4 2017 | $774,000 | +26.9% | 8,195 | +23.0% | 0.34% | +24.8% |
Q3 2017 | $610,000 | +7.0% | 6,660 | +3.8% | 0.27% | +3.8% |
Q2 2017 | $570,000 | -1.7% | 6,414 | -1.9% | 0.26% | -4.4% |
Q1 2017 | $580,000 | +6.6% | 6,538 | +2.8% | 0.27% | -3.5% |
Q4 2016 | $544,000 | -5.2% | 6,361 | -6.5% | 0.28% | -28.8% |
Q3 2016 | $574,000 | +2.7% | 6,804 | +2.2% | 0.40% | -9.8% |
Q2 2016 | $559,000 | +14.5% | 6,659 | +9.1% | 0.44% | +29.9% |
Q1 2016 | $488,000 | +8.0% | 6,104 | -0.5% | 0.34% | +11.6% |
Q4 2015 | $452,000 | +126.0% | 6,137 | +121.2% | 0.30% | +95.5% |
Q3 2015 | $200,000 | – | 2,775 | – | 0.16% | – |
Download |
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% |