SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $390,000 | -6.0% | 3,500 | 0.0% | 0.03% | +3.1% |
| Q2 2022 | $415,000 | -29.2% | 3,500 | -35.8% | 0.03% | -44.8% |
| Q4 2019 | $586,000 | +9.7% | 5,450 | +4.8% | 0.06% | 0.0% |
| Q3 2019 | $534,000 | +1.7% | 5,200 | 0.0% | 0.06% | +3.6% |
| Q2 2019 | $525,000 | +1.5% | 5,200 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $517,000 | +10.9% | 5,200 | 0.0% | 0.06% | -6.6% |
| Q4 2018 | $466,000 | -11.1% | 5,200 | -2.8% | 0.06% | +3.4% |
| Q3 2018 | $524,000 | +8.7% | 5,350 | +2.9% | 0.06% | -1.7% |
| Q2 2018 | $482,000 | +1.7% | 5,200 | 0.0% | 0.06% | -3.2% |
| Q1 2018 | $474,000 | -1.7% | 5,200 | +2.0% | 0.06% | 0.0% |
| Q4 2017 | $482,000 | +14.8% | 5,100 | +10.9% | 0.06% | +10.7% |
| Q3 2017 | $420,000 | +2.7% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $409,000 | +1.0% | 4,600 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $405,000 | +8.9% | 4,600 | +5.7% | 0.06% | +55.6% |
| Q4 2016 | $372,000 | +6.6% | 4,350 | +5.2% | 0.04% | +24.1% |
| Q3 2016 | $349,000 | – | 4,134 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |