SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $215,000 | 0.0% | 2,160 | +1.5% | 0.04% | -10.0% |
| Q2 2019 | $215,000 | -3.2% | 2,129 | -4.7% | 0.04% | -2.4% |
| Q1 2019 | $222,000 | -44.6% | 2,233 | -50.1% | 0.04% | -52.9% |
| Q4 2018 | $401,000 | +3.6% | 4,478 | +13.3% | 0.09% | +13.0% |
| Q3 2018 | $387,000 | -5.6% | 3,953 | -10.7% | 0.08% | -10.5% |
| Q2 2018 | $410,000 | +5.9% | 4,428 | +4.4% | 0.09% | +4.9% |
| Q1 2018 | $387,000 | -31.3% | 4,243 | -28.8% | 0.08% | -19.6% |
| Q4 2017 | $563,000 | +17.8% | 5,957 | +13.8% | 0.10% | +9.7% |
| Q3 2017 | $478,000 | +16.6% | 5,235 | +13.4% | 0.09% | +12.0% |
| Q2 2017 | $410,000 | +16.5% | 4,616 | +15.7% | 0.08% | +16.9% |
| Q1 2017 | $352,000 | -12.9% | 3,991 | -15.6% | 0.07% | -21.1% |
| Q4 2016 | $404,000 | – | 4,726 | – | 0.09% | – |
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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% |