SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,379 | +27.6% | 19,500 | +30.9% | 0.00% | 0.0% |
| Q4 2022 | $1,864 | -99.8% | 14,900 | +77.4% | 0.00% | +50.0% |
| Q2 2020 | $756,000 | -51.2% | 8,400 | -50.6% | 0.00% | -50.0% |
| Q2 2018 | $1,550,000 | 0.0% | 17,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,550,000 | -51.7% | 17,000 | -50.0% | 0.00% | -66.7% |
| Q4 2017 | $3,212,000 | -4.5% | 33,993 | -7.7% | 0.01% | 0.0% |
| Q3 2017 | $3,364,000 | +130.9% | 36,835 | +124.6% | 0.01% | +71.4% |
| Q2 2017 | $1,457,000 | -40.4% | 16,400 | -40.8% | 0.01% | -46.2% |
| Q1 2017 | $2,445,000 | -12.3% | 27,708 | -15.0% | 0.01% | -7.1% |
| Q4 2016 | $2,789,000 | – | 32,600 | – | 0.01% | – |
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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% |