SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $224,000 | -1.8% | 2,185 | -3.5% | 0.01% | 0.0% |
| Q2 2019 | $228,000 | +1.3% | 2,265 | 0.0% | 0.01% | -37.5% |
| Q1 2019 | $225,000 | +5.6% | 2,265 | -4.6% | 0.02% | -5.9% |
| Q4 2018 | $213,000 | -19.3% | 2,375 | -12.0% | 0.02% | -10.5% |
| Q3 2018 | $264,000 | -1.9% | 2,700 | -3.6% | 0.02% | -5.0% |
| Q2 2018 | $269,000 | -7.6% | 2,800 | -12.2% | 0.02% | -13.0% |
| Q1 2018 | $291,000 | -18.5% | 3,190 | -15.6% | 0.02% | -17.9% |
| Q4 2017 | $357,000 | +0.8% | 3,780 | -2.6% | 0.03% | -6.7% |
| Q3 2017 | $354,000 | +1.7% | 3,880 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $348,000 | +185.2% | 3,880 | +181.2% | 0.03% | +172.7% |
| Q1 2017 | $122,000 | -48.7% | 1,380 | -50.4% | 0.01% | -52.2% |
| Q4 2016 | $238,000 | -8.8% | 2,780 | -10.0% | 0.02% | -25.8% |
| Q3 2016 | $261,000 | -25.2% | 3,090 | -25.7% | 0.03% | -27.9% |
| Q2 2016 | $349,000 | -3.9% | 4,157 | -8.4% | 0.04% | 0.0% |
| Q1 2016 | $363,000 | -28.7% | 4,537 | -34.5% | 0.04% | -29.5% |
| Q4 2015 | $509,000 | -27.4% | 6,922 | -28.7% | 0.06% | -33.0% |
| Q3 2015 | $701,000 | +9.0% | 9,709 | +15.1% | 0.09% | +5.8% |
| Q2 2015 | $643,000 | +6.3% | 8,437 | +9.0% | 0.09% | 0.0% |
| Q1 2015 | $605,000 | +9.4% | 7,737 | +10.3% | 0.09% | +3.6% |
| Q4 2014 | $553,000 | +7.4% | 7,017 | +2.0% | 0.08% | +2.5% |
| Q3 2014 | $515,000 | +9.3% | 6,877 | +11.8% | 0.08% | +8.0% |
| Q2 2014 | $471,000 | +11.6% | 6,150 | +7.2% | 0.08% | +8.7% |
| Q1 2014 | $422,000 | – | 5,735 | – | 0.07% | – |
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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% |