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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $283,000 | +3.7% | 2,313 | 0.0% | 0.19% | -12.7% |
| Q1 2021 | $273,000 | +11.4% | 2,313 | 0.0% | 0.21% | +4.4% |
| Q4 2020 | $245,000 | +14.5% | 2,313 | 0.0% | 0.20% | -1.4% |
| Q3 2020 | $214,000 | -80.6% | 2,313 | -81.3% | 0.21% | -79.6% |
| Q4 2018 | $1,105,000 | +212.1% | 12,340 | +223.0% | 1.01% | +132.6% |
| Q2 2018 | $354,000 | +1.7% | 3,820 | +0.1% | 0.44% | +16.0% |
| Q1 2018 | $348,000 | +4.2% | 3,817 | +8.0% | 0.38% | +4.4% |
| Q4 2017 | $334,000 | +3.7% | 3,535 | +0.1% | 0.36% | +6.2% |
| Q3 2017 | $322,000 | – | 3,530 | – | 0.34% | – |
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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% |