SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,058,000 | +13.8% | 22,574 | -0.3% | 0.63% | +1.1% |
| Q1 2020 | $1,809,000 | -27.6% | 22,653 | -2.5% | 0.62% | -11.0% |
| Q4 2019 | $2,498,000 | +4.4% | 23,222 | -0.4% | 0.70% | +0.6% |
| Q3 2019 | $2,393,000 | +1.9% | 23,324 | +0.1% | 0.70% | -1.0% |
| Q2 2019 | $2,349,000 | +0.4% | 23,294 | -1.0% | 0.70% | -3.7% |
| Q1 2019 | $2,339,000 | +6.6% | 23,527 | -4.0% | 0.73% | -1.2% |
| Q4 2018 | $2,194,000 | -18.7% | 24,510 | -11.0% | 0.74% | -8.0% |
| Q3 2018 | $2,698,000 | +4.0% | 27,549 | -1.5% | 0.80% | -3.8% |
| Q2 2018 | $2,593,000 | +3.3% | 27,974 | +1.6% | 0.83% | +3.1% |
| Q1 2018 | $2,511,000 | -3.8% | 27,542 | -0.3% | 0.81% | +2.0% |
| Q4 2017 | $2,611,000 | +35.8% | 27,636 | +31.2% | 0.79% | +20.0% |
| Q3 2017 | $1,923,000 | -9.3% | 21,061 | -11.7% | 0.66% | -23.1% |
| Q2 2017 | $2,120,000 | -24.5% | 23,849 | -25.2% | 0.86% | -57.5% |
| Q1 2017 | $2,809,000 | +20.5% | 31,868 | +17.0% | 2.02% | +14.0% |
| Q4 2016 | $2,331,000 | -1.4% | 27,240 | -3.4% | 1.77% | -5.5% |
| Q3 2016 | $2,365,000 | 0.0% | 28,185 | 0.0% | 1.88% | +9.2% |
| Q2 2016 | $2,365,000 | -2.1% | 28,185 | -6.7% | 1.72% | +2.4% |
| Q1 2016 | $2,416,000 | 0.0% | 30,222 | -8.0% | 1.68% | -10.6% |
| Q4 2015 | $2,416,000 | -2.5% | 32,836 | -4.4% | 1.88% | -7.3% |
| Q3 2015 | $2,478,000 | -11.8% | 34,343 | -6.8% | 2.02% | -2.5% |
| Q2 2015 | $2,808,000 | -3.0% | 36,844 | -0.4% | 2.08% | +2.7% |
| Q1 2015 | $2,894,000 | -11.1% | 37,005 | -10.4% | 2.02% | -4.6% |
| Q4 2014 | $3,254,000 | +14.9% | 41,298 | +9.2% | 2.12% | +10.3% |
| Q3 2014 | $2,833,000 | -9.1% | 37,810 | -7.1% | 1.92% | -10.4% |
| Q2 2014 | $3,116,000 | +4.1% | 40,688 | +0.0% | 2.14% | +39.1% |
| Q1 2014 | $2,993,000 | -22.1% | 40,680 | -23.1% | 1.54% | -39.4% |
| Q4 2013 | $3,840,000 | – | 52,873 | – | 2.54% | – |
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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% |