SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 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% | – |
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% |