SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $512,727 | +3562.3% | 4,183 | +2909.4% | 0.22% | +1256.2% |
| Q2 2019 | $14,000 | +40.0% | 139 | +28.7% | 0.02% | +33.3% |
| Q4 2018 | $10,000 | 0.0% | 108 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $10,000 | -37.5% | 108 | -35.7% | 0.01% | -33.3% |
| Q2 2018 | $16,000 | -78.9% | 168 | -79.7% | 0.02% | -77.6% |
| Q1 2018 | $76,000 | -3.8% | 828 | 0.0% | 0.07% | -5.6% |
| Q4 2017 | $79,000 | -33.6% | 828 | -35.4% | 0.07% | -39.3% |
| Q3 2017 | $119,000 | -1.7% | 1,282 | -6.1% | 0.12% | -9.3% |
| Q2 2017 | $121,000 | +1.7% | 1,365 | 0.0% | 0.13% | -5.8% |
| Q1 2017 | $119,000 | +22.7% | 1,365 | +15.6% | 0.14% | +3.0% |
| Q3 2016 | $97,000 | – | 1,181 | – | 0.13% | – |
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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% |