SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $7,716,000 | +3.4% | 86,190 | +13.1% | 4.49% | +25.8% |
| Q3 2018 | $7,462,000 | +40.7% | 76,195 | +33.2% | 3.57% | +30.8% |
| Q2 2018 | $5,304,000 | -6.4% | 57,222 | -7.9% | 2.73% | -8.6% |
| Q1 2018 | $5,665,000 | -10.3% | 62,123 | -7.1% | 2.99% | -3.7% |
| Q4 2017 | $6,317,000 | +3.0% | 66,866 | -0.4% | 3.10% | -0.2% |
| Q3 2017 | $6,132,000 | -6.8% | 67,139 | -9.3% | 3.11% | -8.3% |
| Q2 2017 | $6,577,000 | -1.3% | 73,988 | -2.1% | 3.39% | -5.4% |
| Q1 2017 | $6,662,000 | +6.0% | 75,588 | +2.9% | 3.58% | -0.7% |
| Q4 2016 | $6,286,000 | +5.8% | 73,470 | +4.4% | 3.61% | +1.0% |
| Q3 2016 | $5,939,000 | -1.5% | 70,403 | -2.0% | 3.57% | -3.7% |
| Q2 2016 | $6,031,000 | +0.7% | 71,875 | -4.1% | 3.71% | -2.9% |
| Q1 2016 | $5,989,000 | -4.0% | 74,931 | -11.6% | 3.82% | +1.7% |
| Q4 2015 | $6,239,000 | +2.2% | 84,807 | +0.2% | 3.76% | -0.7% |
| Q3 2015 | $6,107,000 | -4.5% | 84,630 | +0.9% | 3.78% | -1.6% |
| Q2 2015 | $6,394,000 | -8.5% | 83,902 | -6.1% | 3.84% | -10.1% |
| Q1 2015 | $6,987,000 | -4.6% | 89,340 | -3.9% | 4.28% | -30.4% |
| Q4 2014 | $7,327,000 | -0.1% | 92,984 | -5.0% | 6.15% | -24.0% |
| Q3 2014 | $7,336,000 | +3.4% | 97,894 | +5.7% | 8.09% | +6.7% |
| Q2 2014 | $7,092,000 | +17.4% | 92,602 | +12.8% | 7.58% | +11.2% |
| Q1 2014 | $6,040,000 | +5.2% | 82,081 | +3.8% | 6.82% | +2.1% |
| Q4 2013 | $5,740,000 | +8.2% | 79,039 | +2.7% | 6.68% | 0.0% |
| Q3 2013 | $5,307,000 | +21.1% | 76,982 | +16.5% | 6.68% | +12.8% |
| Q2 2013 | $4,381,000 | – | 66,074 | – | 5.92% | – |
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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% |