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 | $212,000 | -2.3% | 1,644 | -10.8% | 0.02% | -8.7% |
| Q3 2021 | $217,000 | -3.6% | 1,844 | 0.0% | 0.02% | -8.0% |
| Q2 2021 | $225,000 | +3.2% | 1,844 | 0.0% | 0.02% | -10.7% |
| Q1 2021 | $218,000 | +7.9% | 1,844 | -16.7% | 0.03% | -40.4% |
| Q2 2020 | $202,000 | -29.4% | 2,214 | -16.7% | 0.05% | -25.4% |
| Q4 2019 | $286,000 | +5.1% | 2,659 | 0.0% | 0.06% | -6.0% |
| Q3 2019 | $272,000 | -4.9% | 2,659 | -6.2% | 0.07% | -4.3% |
| Q2 2019 | $286,000 | -0.7% | 2,834 | -2.2% | 0.07% | +1.4% |
| Q1 2019 | $288,000 | +11.2% | 2,897 | 0.0% | 0.07% | -16.9% |
| Q4 2018 | $259,000 | -8.8% | 2,897 | 0.0% | 0.08% | +20.3% |
| Q3 2018 | $284,000 | +3.6% | 2,897 | -2.0% | 0.07% | -8.0% |
| Q2 2018 | $274,000 | -8.1% | 2,957 | -9.5% | 0.08% | -2.6% |
| Q1 2018 | $298,000 | -9.1% | 3,266 | -5.8% | 0.08% | +6.9% |
| Q4 2017 | $328,000 | +3.5% | 3,468 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $317,000 | -15.9% | 3,468 | -18.3% | 0.07% | -20.0% |
| Q2 2017 | $377,000 | -1.6% | 4,246 | -2.3% | 0.09% | 0.0% |
| Q1 2017 | $383,000 | -1.3% | 4,346 | -4.1% | 0.09% | -13.5% |
| Q4 2016 | $388,000 | -45.7% | 4,531 | -46.5% | 0.10% | -38.5% |
| Q3 2016 | $715,000 | +69.4% | 8,474 | +68.3% | 0.17% | +70.7% |
| Q2 2016 | $422,000 | +12.8% | 5,034 | +7.7% | 0.10% | +11.2% |
| Q1 2016 | $374,000 | +47.8% | 4,675 | +35.9% | 0.09% | +53.4% |
| Q4 2015 | $253,000 | -97.6% | 3,440 | -97.6% | 0.06% | -97.6% |
| Q3 2015 | $10,361,000 | -5.4% | 143,591 | -0.1% | 2.41% | +12.2% |
| Q2 2015 | $10,957,000 | -3.8% | 143,775 | -0.6% | 2.15% | +3.0% |
| Q1 2015 | $11,392,000 | -0.3% | 144,599 | -0.2% | 2.09% | -14.0% |
| Q4 2014 | $11,422,000 | +4.9% | 144,953 | -0.2% | 2.43% | -4.2% |
| Q3 2014 | $10,887,000 | -2.4% | 145,266 | -0.3% | 2.53% | -7.6% |
| Q2 2014 | $11,158,000 | +4.0% | 145,676 | -0.1% | 2.74% | -6.3% |
| Q1 2014 | $10,724,000 | +1.4% | 145,753 | +0.1% | 2.93% | -9.7% |
| Q4 2013 | $10,578,000 | – | 145,666 | – | 3.24% | – |
Download | ||||||
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% |