SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
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 | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |