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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $871,000 | +8.3% | 6,745 | -1.4% | 0.11% | -2.6% |
| Q3 2021 | $804,000 | -3.8% | 6,840 | 0.0% | 0.12% | +2.7% |
| Q2 2021 | $836,000 | +5.0% | 6,840 | +1.4% | 0.11% | +2.8% |
| Q1 2021 | $796,000 | +16.5% | 6,745 | +4.7% | 0.11% | +10.1% |
| Q4 2020 | $683,000 | +13.8% | 6,445 | -0.8% | 0.10% | +5.3% |
| Q3 2020 | $600,000 | +1.4% | 6,496 | 0.0% | 0.09% | -3.1% |
| Q2 2020 | $592,000 | +11.3% | 6,496 | -2.5% | 0.10% | 0.0% |
| Q1 2020 | $532,000 | -24.9% | 6,661 | +1.2% | 0.10% | +1.0% |
| Q4 2019 | $708,000 | +4.9% | 6,581 | 0.0% | 0.10% | -1.0% |
| Q3 2019 | $675,000 | +1.4% | 6,581 | -0.4% | 0.10% | +2.1% |
| Q2 2019 | $666,000 | -6.6% | 6,606 | -7.9% | 0.10% | -2.1% |
| Q1 2019 | $713,000 | +11.1% | 7,176 | 0.0% | 0.10% | 0.0% |
| Q4 2018 | $642,000 | -8.7% | 7,176 | 0.0% | 0.10% | +2.1% |
| Q3 2018 | $703,000 | +13.6% | 7,176 | +7.5% | 0.10% | +8.0% |
| Q2 2018 | $619,000 | +1.6% | 6,676 | 0.0% | 0.09% | +4.8% |
| Q1 2018 | $609,000 | -3.5% | 6,676 | 0.0% | 0.08% | +6.3% |
| Q4 2017 | $631,000 | +3.4% | 6,676 | 0.0% | 0.08% | +6.8% |
| Q3 2017 | $610,000 | -22.7% | 6,676 | -24.8% | 0.07% | -23.7% |
| Q2 2017 | $789,000 | +34.2% | 8,876 | +33.0% | 0.10% | +34.7% |
| Q1 2017 | $588,000 | +21.0% | 6,676 | +17.6% | 0.07% | +22.0% |
| Q4 2016 | $486,000 | +1.5% | 5,676 | 0.0% | 0.06% | -1.7% |
| Q3 2016 | $479,000 | +4.1% | 5,676 | +3.7% | 0.06% | +5.3% |
| Q2 2016 | $460,000 | +73.6% | 5,476 | +65.4% | 0.06% | +62.9% |
| Q1 2016 | $265,000 | +8.6% | 3,311 | 0.0% | 0.04% | -14.6% |
| Q4 2015 | $244,000 | +2.1% | 3,311 | 0.0% | 0.04% | -2.4% |
| Q3 2015 | $239,000 | -5.2% | 3,311 | 0.0% | 0.04% | +5.0% |
| Q2 2015 | $252,000 | -14.0% | 3,311 | -11.6% | 0.04% | -11.1% |
| Q1 2015 | $293,000 | +14.9% | 3,746 | +15.6% | 0.04% | +12.5% |
| Q4 2014 | $255,000 | – | 3,240 | – | 0.04% | – |
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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% |