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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $791,744 | -64.7% | 6,400 | -69.8% | 0.00% | -66.7% |
| Q4 2020 | $2,246,000 | +84.1% | 21,200 | +60.6% | 0.01% | +100.0% |
| Q3 2020 | $1,220,000 | +232.4% | 13,200 | +187.0% | 0.00% | +200.0% |
| Q1 2020 | $367,000 | -73.6% | 4,600 | -66.7% | 0.00% | -66.7% |
| Q2 2019 | $1,392,000 | -41.3% | 13,800 | -47.9% | 0.00% | -50.0% |
| Q4 2018 | $2,372,000 | -75.7% | 26,500 | -73.4% | 0.01% | -75.0% |
| Q3 2018 | $9,744,000 | -14.3% | 99,500 | -18.9% | 0.02% | -22.6% |
| Q2 2018 | $11,374,000 | +2.8% | 122,700 | +1.2% | 0.03% | +3.3% |
| Q1 2018 | $11,063,000 | +185.6% | 121,300 | +195.9% | 0.03% | +200.0% |
| Q4 2017 | $3,874,000 | -31.5% | 41,000 | -33.8% | 0.01% | -37.5% |
| Q3 2017 | $5,653,000 | +40.4% | 61,900 | +36.6% | 0.02% | +23.1% |
| Q2 2017 | $4,027,000 | +257.0% | 45,300 | +253.9% | 0.01% | +225.0% |
| Q1 2017 | $1,128,000 | -86.9% | 12,800 | -87.3% | 0.00% | -87.9% |
| Q4 2016 | $8,590,000 | +1031.8% | 100,400 | +1015.6% | 0.03% | +1000.0% |
| Q3 2016 | $759,000 | -15.6% | 9,000 | -21.7% | 0.00% | -57.1% |
| Q1 2015 | $899,000 | -9.1% | 11,500 | -12.9% | 0.01% | -12.5% |
| Q3 2014 | $989,000 | – | 13,200 | – | 0.01% | – |
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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% |