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 2017 | $287,000 | -56.5% | 3,152 | -57.5% | 0.25% | -48.7% |
| Q2 2017 | $660,000 | +135.7% | 7,425 | +134.1% | 0.50% | +107.1% |
| Q1 2017 | $280,000 | -77.1% | 3,172 | -77.8% | 0.24% | -77.5% |
| Q4 2016 | $1,222,000 | +13.4% | 14,280 | +11.8% | 1.06% | -3.6% |
| Q3 2016 | $1,078,000 | +27.7% | 12,774 | +27.0% | 1.10% | +42.7% |
| Q2 2016 | $844,000 | +17.9% | 10,057 | +12.2% | 0.77% | +9.6% |
| Q1 2016 | $716,000 | +13.1% | 8,966 | +4.7% | 0.70% | +11.6% |
| Q4 2015 | $633,000 | – | 8,562 | – | 0.63% | – |
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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% |