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 2019 | $594,000 | +7.8% | 5,519 | +2.7% | 0.16% | -18.4% |
| Q3 2019 | $551,000 | +1.7% | 5,372 | 0.0% | 0.20% | -12.5% |
| Q2 2019 | $542,000 | -95.4% | 5,372 | -95.5% | 0.22% | -94.4% |
| Q1 2019 | $11,835,000 | +27.7% | 119,055 | +15.0% | 4.02% | +16.4% |
| Q4 2018 | $9,269,000 | +5.7% | 103,537 | +4.0% | 3.45% | -6.5% |
| Q1 2017 | $8,772,000 | -78.1% | 99,521 | -78.7% | 3.69% | -73.7% |
| Q4 2016 | $40,006,000 | -5.5% | 467,584 | -6.8% | 14.01% | +29.5% |
| Q3 2016 | $42,326,000 | +0.3% | 501,732 | -0.2% | 10.82% | +2.6% |
| Q2 2016 | $42,206,000 | – | 502,932 | – | 10.55% | – |
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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% |