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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $168,000 | -14.3% | 1,687 | -22.9% | 0.03% | -22.9% |
| Q4 2018 | $196,000 | -10.5% | 2,189 | -2.3% | 0.04% | +2.9% |
| Q3 2018 | $219,000 | +5.3% | 2,241 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $208,000 | -2.8% | 2,241 | -4.9% | 0.03% | -2.9% |
| Q1 2018 | $214,000 | -28.7% | 2,356 | -25.9% | 0.04% | -22.2% |
| Q4 2017 | $300,000 | -31.2% | 3,178 | -33.3% | 0.04% | -37.5% |
| Q3 2017 | $436,000 | +122.4% | 4,766 | +116.1% | 0.07% | +67.4% |
| Q2 2017 | $196,000 | -43.0% | 2,205 | -43.6% | 0.04% | -43.4% |
| Q1 2017 | $344,000 | +31.3% | 3,907 | +27.6% | 0.08% | +65.2% |
| Q4 2016 | $262,000 | -28.8% | 3,063 | -29.8% | 0.05% | -33.3% |
| Q3 2016 | $368,000 | +0.5% | 4,363 | 0.0% | 0.07% | -2.8% |
| Q2 2016 | $366,000 | -2.1% | 4,363 | -6.9% | 0.07% | -1.4% |
| Q1 2016 | $374,000 | -83.3% | 4,684 | -84.6% | 0.07% | -84.7% |
| Q4 2015 | $2,233,000 | +48.5% | 30,350 | +45.6% | 0.47% | +46.6% |
| Q3 2015 | $1,504,000 | +265.0% | 20,838 | +285.3% | 0.32% | +318.2% |
| Q2 2015 | $412,000 | -58.7% | 5,408 | -57.6% | 0.08% | -48.3% |
| Q1 2015 | $997,000 | +15.5% | 12,751 | +16.5% | 0.15% | +8.0% |
| Q4 2014 | $863,000 | -19.4% | 10,946 | -23.4% | 0.14% | -21.6% |
| Q3 2014 | $1,071,000 | +11.2% | 14,286 | +13.6% | 0.18% | +15.8% |
| Q2 2014 | $963,000 | +24.6% | 12,576 | +19.7% | 0.15% | +10.1% |
| Q1 2014 | $773,000 | -17.9% | 10,503 | -19.0% | 0.14% | -16.4% |
| Q4 2013 | $941,000 | +162.8% | 12,960 | +149.5% | 0.16% | +142.6% |
| Q3 2013 | $358,000 | -31.5% | 5,195 | -34.2% | 0.07% | -34.0% |
| Q2 2013 | $523,000 | – | 7,890 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |