SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $12,831,000 | -6.6% | 127,194 | -7.9% | 5.17% | -7.6% |
| Q1 2019 | $13,733,000 | -3.7% | 138,149 | -13.3% | 5.59% | +1.2% |
| Q4 2018 | $14,261,000 | -32.2% | 159,305 | -36.1% | 5.53% | +12.2% |
| Q3 2016 | $21,037,000 | -6.7% | 249,367 | -7.2% | 4.92% | +0.6% |
| Q2 2016 | $22,551,000 | +59.2% | 268,717 | +24.1% | 4.90% | +50.1% |
| Q3 2013 | $14,165,000 | +3.2% | 216,500 | +4.6% | 3.26% | +10.3% |
| Q2 2013 | $13,727,000 | – | 207,050 | – | 2.96% | – |
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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% |