SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 573 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 2019 | $1,666,000 | +109.8% | 15,492 | +100.0% | 0.00% | – |
| Q3 2019 | $794,000 | +1.7% | 7,746 | 0.0% | 0.00% | – |
| Q2 2019 | $781,000 | -49.3% | 7,746 | -50.0% | 0.00% | – |
| Q1 2019 | $1,540,000 | -73.9% | 15,492 | -76.5% | 0.00% | -100.0% |
| Q4 2018 | $5,900,000 | +146.3% | 65,916 | +169.5% | 0.00% | 0.0% |
| Q3 2018 | $2,395,000 | +5.6% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,267,000 | +1.7% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,230,000 | -20.6% | 24,462 | -17.7% | 0.00% | 0.0% |
| Q4 2017 | $2,809,000 | +3.5% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,715,000 | +2.7% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,643,000 | -48.3% | 29,736 | -48.8% | 0.00% | -50.0% |
| Q1 2017 | $5,114,000 | +3.0% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,964,000 | +1.4% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,894,000 | +0.5% | 58,024 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $4,869,000 | – | 58,024 | – | 0.00% | – |
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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% |