SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $77,000 | +1.3% | 750 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $76,000 | +1.3% | 750 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $75,000 | +11.9% | 750 | 0.0% | 0.06% | +15.7% |
| Q4 2018 | $67,000 | -8.2% | 750 | 0.0% | 0.05% | +8.5% |
| Q3 2018 | $73,000 | +5.8% | 750 | +0.5% | 0.05% | -6.0% |
| Q2 2018 | $69,000 | +1.5% | 746 | 0.0% | 0.05% | +92.3% |
| Q1 2018 | $68,000 | -39.8% | 746 | -37.6% | 0.03% | -25.7% |
| Q4 2017 | $113,000 | +66.2% | 1,196 | +60.3% | 0.04% | +59.1% |
| Q3 2017 | $68,000 | +3.0% | 746 | 0.0% | 0.02% | -4.3% |
| Q2 2017 | $66,000 | 0.0% | 746 | 0.0% | 0.02% | -11.5% |
| Q1 2017 | $66,000 | +3.1% | 746 | 0.0% | 0.03% | +8.3% |
| Q4 2016 | $64,000 | -15.8% | 746 | -17.6% | 0.02% | -14.3% |
| Q3 2016 | $76,000 | +20.6% | 905 | +20.7% | 0.03% | -6.7% |
| Q2 2016 | $63,000 | +5.0% | 750 | 0.0% | 0.03% | +15.4% |
| Q1 2016 | $60,000 | +9.1% | 750 | 0.0% | 0.03% | -10.3% |
| Q4 2015 | $55,000 | +1.9% | 750 | 0.0% | 0.03% | -6.5% |
| Q3 2015 | $54,000 | -5.3% | 750 | 0.0% | 0.03% | +10.7% |
| Q2 2015 | $57,000 | -3.4% | 750 | 0.0% | 0.03% | -15.2% |
| Q1 2015 | $59,000 | 0.0% | 750 | 0.0% | 0.03% | -25.0% |
| Q4 2014 | $59,000 | – | 750 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |