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 2017 | $22,000 | +4.8% | 233 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $21,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $21,000 | +5.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,000 | -25.9% | 233 | -27.6% | 0.01% | -25.0% |
| Q3 2016 | $27,000 | 0.0% | 322 | 0.0% | 0.01% | -7.7% |
| Q2 2016 | $27,000 | +3.8% | 322 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $26,000 | +8.3% | 322 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $24,000 | +4.3% | 322 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $23,000 | -8.0% | 322 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $25,000 | -51.0% | 322 | -50.8% | 0.01% | -52.2% |
| Q1 2015 | $51,000 | -22.7% | 654 | -21.6% | 0.02% | -20.7% |
| Q4 2014 | $66,000 | – | 834 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |