SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 518 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,868,000 | +3.7% | 22,260 | -1.2% | 1.17% | -9.2% |
| Q1 2016 | $1,801,000 | +2.4% | 22,531 | -5.7% | 1.29% | +31.2% |
| Q4 2015 | $1,758,000 | +5.8% | 23,889 | +3.8% | 0.98% | -42.9% |
| Q3 2015 | $1,661,000 | -4.9% | 23,023 | +0.5% | 1.72% | +14.5% |
| Q2 2015 | $1,746,000 | -3.4% | 22,908 | -0.6% | 1.50% | -4.5% |
| Q1 2015 | $1,807,000 | -0.2% | 23,055 | +0.3% | 1.57% | +14.6% |
| Q4 2014 | $1,811,000 | – | 22,987 | – | 1.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |