SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $470,000 | +104.3% | 3,640 | +86.2% | 0.02% | +80.0% |
| Q3 2021 | $230,000 | -6.1% | 1,955 | -2.5% | 0.01% | 0.0% |
| Q2 2021 | $245,000 | +2.9% | 2,005 | -0.7% | 0.01% | -9.1% |
| Q1 2021 | $238,000 | +8.7% | 2,020 | -2.5% | 0.01% | +10.0% |
| Q4 2020 | $219,000 | +7.9% | 2,072 | +9.9% | 0.01% | -9.1% |
| Q4 2019 | $203,000 | +1.0% | 1,885 | -16.7% | 0.01% | -21.4% |
| Q2 2017 | $201,000 | -4.7% | 2,264 | -8.1% | 0.01% | -6.7% |
| Q4 2016 | $211,000 | -0.5% | 2,464 | -2.0% | 0.02% | -6.2% |
| Q3 2016 | $212,000 | +4.4% | 2,514 | -5.6% | 0.02% | 0.0% |
| Q2 2015 | $203,000 | – | 2,664 | – | 0.02% | – |
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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% |