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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |