SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $133,000 | +13.7% | 1,460 | 0.0% | 0.04% | -7.1% |
| Q1 2020 | $117,000 | -25.5% | 1,460 | 0.0% | 0.04% | -2.3% |
| Q4 2019 | $157,000 | +4.7% | 1,460 | 0.0% | 0.04% | +7.5% |
| Q3 2019 | $150,000 | +2.0% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q2 2019 | $147,000 | +1.4% | 1,460 | 0.0% | 0.04% | -2.5% |
| Q1 2019 | $145,000 | +10.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $131,000 | -8.4% | 1,460 | 0.0% | 0.04% | +8.1% |
| Q3 2018 | $143,000 | -7.7% | 1,460 | -12.6% | 0.04% | -9.8% |
| Q2 2018 | $155,000 | +16.5% | 1,671 | +14.5% | 0.04% | +17.1% |
| Q1 2018 | $133,000 | -3.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $138,000 | +3.8% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $133,000 | +2.3% | 1,460 | 0.0% | 0.04% | -2.8% |
| Q2 2017 | $130,000 | +0.8% | 1,460 | 0.0% | 0.04% | -2.7% |
| Q1 2017 | $129,000 | +3.2% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $125,000 | +1.6% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $123,000 | 0.0% | 1,460 | 0.0% | 0.04% | -5.1% |
| Q2 2016 | $123,000 | +5.1% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $117,000 | +9.3% | 1,460 | 0.0% | 0.04% | +5.4% |
| Q4 2015 | $107,000 | +1.9% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $105,000 | -5.4% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $111,000 | -2.6% | 1,460 | 0.0% | 0.04% | +2.8% |
| Q1 2015 | $114,000 | -0.9% | 1,460 | 0.0% | 0.04% | -7.7% |
| Q4 2014 | $115,000 | +5.5% | 1,460 | 0.0% | 0.04% | +2.6% |
| Q3 2014 | $109,000 | -2.7% | 1,460 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $112,000 | -22.8% | 1,460 | -25.8% | 0.04% | -24.0% |
| Q1 2014 | $145,000 | +36.8% | 1,968 | +34.8% | 0.05% | +35.1% |
| Q4 2013 | $106,000 | +5.0% | 1,460 | 0.0% | 0.04% | -2.6% |
| Q3 2013 | $101,000 | – | 1,460 | – | 0.04% | – |
Download | ||||||
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% |