SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122 | +41.9% | 1,069 | +51.0% | 0.00% | – |
| Q2 2023 | $86 | -100.0% | 708 | -66.1% | 0.00% | – |
| Q4 2021 | $269,000 | +249.4% | 2,090 | +185.5% | 0.00% | – |
| Q4 2020 | $77,000 | +165.5% | 732 | +97.3% | 0.00% | – |
| Q1 2020 | $29,000 | +16.0% | 371 | +53.9% | 0.00% | – |
| Q4 2019 | $25,000 | -32.4% | 241 | -34.7% | 0.00% | – |
| Q3 2019 | $37,000 | -95.4% | 369 | -95.5% | 0.00% | -100.0% |
| Q1 2019 | $813,000 | +6675.0% | 8,180 | +6050.4% | 0.00% | – |
| Q2 2018 | $12,000 | -83.6% | 133 | -83.4% | 0.00% | -100.0% |
| Q1 2018 | $73,000 | -75.4% | 803 | -75.3% | 0.00% | -75.0% |
| Q3 2017 | $297,000 | +560.0% | 3,256 | +432.0% | 0.01% | +200.0% |
| Q4 2015 | $45,000 | -87.3% | 612 | -87.6% | 0.00% | -84.6% |
| Q3 2015 | $355,000 | – | 4,922 | – | 0.03% | – |
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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% |