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 | ||||
---|---|---|---|---|---|---|
Q4 2018 | $358,000 | -8.7% | 4,000 | 0.0% | 0.17% | +14.5% |
Q3 2018 | $392,000 | -53.0% | 4,000 | -55.6% | 0.14% | -31.3% |
Q2 2018 | $834,000 | +120.6% | 9,000 | +125.0% | 0.21% | +88.4% |
Q4 2017 | $378,000 | +3.6% | 4,000 | 0.0% | 0.11% | 0.0% |
Q3 2017 | $365,000 | -31.5% | 4,000 | -33.3% | 0.11% | -26.8% |
Q2 2017 | $533,000 | -32.8% | 6,000 | -33.3% | 0.15% | -36.0% |
Q1 2017 | $793,000 | +3.0% | 9,000 | 0.0% | 0.24% | -8.1% |
Q4 2016 | $770,000 | -22.6% | 9,000 | -23.7% | 0.26% | -26.8% |
Q3 2016 | $995,000 | +0.5% | 11,800 | 0.0% | 0.36% | +8.9% |
Q2 2016 | $990,000 | +40.8% | 11,800 | +34.1% | 0.33% | +29.9% |
Q1 2016 | $703,000 | +8.7% | 8,800 | 0.0% | 0.25% | +21.3% |
Q4 2015 | $647,000 | +1.9% | 8,800 | 0.0% | 0.21% | -11.2% |
Q3 2015 | $635,000 | -5.4% | 8,800 | 0.0% | 0.23% | +19.5% |
Q2 2015 | $671,000 | -2.5% | 8,800 | 0.0% | 0.20% | -3.0% |
Q1 2015 | $688,000 | -0.7% | 8,800 | 0.0% | 0.20% | -2.4% |
Q4 2014 | $693,000 | +5.2% | 8,800 | 0.0% | 0.21% | -5.5% |
Q3 2014 | $659,000 | -2.2% | 8,800 | 0.0% | 0.22% | +6.3% |
Q2 2014 | $674,000 | +4.0% | 8,800 | 0.0% | 0.20% | -5.5% |
Q1 2014 | $648,000 | +1.4% | 8,800 | 0.0% | 0.22% | +6.4% |
Q4 2013 | $639,000 | +5.3% | 8,800 | 0.0% | 0.20% | -0.5% |
Q3 2013 | $607,000 | +4.1% | 8,800 | 0.0% | 0.20% | -3.8% |
Q2 2013 | $583,000 | – | 8,800 | – | 0.21% | – |
Download |
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% |