SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 578 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $114,000 | -2.6% | 1,234 | -4.0% | 0.04% | -9.3% |
| Q2 2020 | $117,000 | -41.5% | 1,285 | -48.7% | 0.04% | -53.8% |
| Q1 2020 | $200,000 | +13.0% | 2,506 | +52.1% | 0.09% | +31.0% |
| Q4 2019 | $177,000 | +5.4% | 1,648 | +0.4% | 0.07% | -11.2% |
| Q3 2019 | $168,000 | +1.8% | 1,641 | +0.4% | 0.08% | +5.3% |
| Q2 2019 | $165,000 | -0.6% | 1,634 | -2.0% | 0.08% | -1.3% |
| Q1 2019 | $166,000 | +7.1% | 1,667 | -3.9% | 0.08% | +1.3% |
| Q4 2018 | $155,000 | -8.3% | 1,734 | +0.4% | 0.08% | -14.6% |
| Q3 2018 | $169,000 | -15.9% | 1,727 | -20.5% | 0.09% | -13.6% |
| Q2 2018 | $201,000 | +79.5% | 2,173 | +77.0% | 0.10% | +74.6% |
| Q1 2018 | $112,000 | -3.4% | 1,228 | 0.0% | 0.06% | +1.7% |
| Q4 2017 | $116,000 | +3.6% | 1,228 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $112,000 | -25.3% | 1,228 | -27.2% | 0.06% | -23.7% |
| Q2 2017 | $150,000 | – | 1,686 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |