SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,589,000 | +12.2% | 42,663 | +7.0% | 0.53% | +3.9% |
| Q3 2019 | $4,089,000 | +1.8% | 39,855 | +0.1% | 0.51% | +2.4% |
| Q2 2019 | $4,018,000 | -0.7% | 39,830 | -2.2% | 0.50% | -6.2% |
| Q1 2019 | $4,048,000 | +59.7% | 40,716 | +43.8% | 0.53% | +35.4% |
| Q4 2018 | $2,535,000 | -2.8% | 28,322 | +6.4% | 0.39% | +8.0% |
| Q3 2018 | $2,607,000 | +8.6% | 26,619 | +2.8% | 0.36% | +1.7% |
| Q2 2018 | $2,400,000 | -10.7% | 25,888 | -12.2% | 0.36% | -13.1% |
| Q1 2018 | $2,688,000 | -51.2% | 29,470 | -49.5% | 0.41% | -49.4% |
| Q4 2017 | $5,513,000 | +12.6% | 58,349 | +8.9% | 0.82% | +30.0% |
| Q3 2017 | $4,895,000 | +63.1% | 53,602 | +58.7% | 0.63% | +57.1% |
| Q2 2017 | $3,002,000 | -9.1% | 33,772 | -9.9% | 0.40% | -12.1% |
| Q1 2017 | $3,302,000 | +26.2% | 37,465 | +22.5% | 0.45% | +35.9% |
| Q4 2016 | $2,617,000 | -41.2% | 30,588 | -42.1% | 0.33% | +14.0% |
| Q3 2016 | $4,454,000 | +4.2% | 52,800 | +3.7% | 0.29% | +0.7% |
| Q2 2016 | $4,274,000 | -1.8% | 50,930 | -6.4% | 0.29% | -3.0% |
| Q1 2016 | $4,352,000 | +127.6% | 54,438 | +109.4% | 0.30% | +15.4% |
| Q4 2015 | $1,912,000 | +5.7% | 25,994 | +3.7% | 0.26% | +2.4% |
| Q3 2015 | $1,809,000 | +18.5% | 25,070 | +25.1% | 0.25% | +18.1% |
| Q2 2015 | $1,527,000 | -2.6% | 20,035 | 0.0% | 0.22% | +1.4% |
| Q1 2015 | $1,567,000 | -12.2% | 20,035 | -11.5% | 0.21% | 0.0% |
| Q4 2014 | $1,785,000 | +43.4% | 22,650 | +36.3% | 0.21% | +61.8% |
| Q3 2014 | $1,245,000 | -2.2% | 16,615 | 0.0% | 0.13% | +4.8% |
| Q2 2014 | $1,273,000 | +134.4% | 16,615 | +125.0% | 0.12% | +145.1% |
| Q1 2014 | $543,000 | +28.4% | 7,385 | +26.7% | 0.05% | +37.8% |
| Q4 2013 | $423,000 | – | 5,830 | – | 0.04% | – |
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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% |