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 2020 | $3,279,000 | +4.7% | 35,489 | +3.3% | 0.11% | -5.2% |
| Q2 2020 | $3,133,000 | +17.5% | 34,351 | +2.9% | 0.12% | +0.9% |
| Q1 2020 | $2,666,000 | -20.7% | 33,380 | +7.0% | 0.12% | +0.9% |
| Q4 2019 | $3,362,000 | +4.7% | 31,184 | -0.3% | 0.11% | 0.0% |
| Q3 2019 | $3,211,000 | -55.6% | 31,268 | -56.4% | 0.11% | -54.4% |
| Q2 2019 | $7,227,000 | -14.3% | 71,638 | -15.5% | 0.25% | -13.5% |
| Q1 2019 | $8,433,000 | +67.3% | 84,796 | +50.4% | 0.29% | +45.2% |
| Q4 2018 | $5,041,000 | -11.6% | 56,383 | -3.1% | 0.20% | +2.1% |
| Q3 2018 | $5,705,000 | +6.2% | 58,186 | +0.5% | 0.20% | -3.9% |
| Q2 2018 | $5,374,000 | -3.0% | 57,901 | -4.8% | 0.20% | -5.1% |
| Q1 2018 | $5,543,000 | -2.9% | 60,847 | +0.5% | 0.21% | -5.7% |
| Q4 2017 | $5,710,000 | +10.3% | 60,564 | +6.9% | 0.23% | +1.8% |
| Q3 2017 | $5,177,000 | +6.2% | 56,675 | +3.3% | 0.22% | +2.8% |
| Q2 2017 | $4,874,000 | +7.8% | 54,844 | +7.2% | 0.22% | -7.3% |
| Q1 2017 | $4,520,000 | +8.7% | 51,153 | +5.3% | 0.23% | +11.4% |
| Q4 2016 | $4,157,000 | -9.3% | 48,586 | -10.6% | 0.21% | -13.6% |
| Q3 2016 | $4,585,000 | +18.0% | 54,353 | +16.9% | 0.24% | +12.5% |
| Q2 2016 | $3,885,000 | -28.4% | 46,498 | -31.5% | 0.22% | -28.5% |
| Q1 2016 | $5,427,000 | +170.4% | 67,889 | +148.3% | 0.30% | +190.4% |
| Q4 2015 | $2,007,000 | +19.0% | 27,340 | +17.0% | 0.10% | +11.8% |
| Q3 2015 | $1,687,000 | +1.5% | 23,365 | +7.3% | 0.09% | +25.7% |
| Q2 2015 | $1,662,000 | +2.0% | 21,779 | +4.8% | 0.07% | -31.5% |
| Q1 2015 | $1,630,000 | +6.8% | 20,789 | +7.6% | 0.11% | -2.7% |
| Q4 2014 | $1,526,000 | -8.9% | 19,327 | -13.7% | 0.11% | -16.5% |
| Q3 2014 | $1,675,000 | -29.6% | 22,386 | -28.2% | 0.13% | -24.0% |
| Q2 2014 | $2,380,000 | +3.1% | 31,175 | -0.7% | 0.18% | +1.2% |
| Q1 2014 | $2,309,000 | -29.9% | 31,391 | -30.5% | 0.17% | -34.5% |
| Q4 2013 | $3,292,000 | -13.3% | 45,181 | -18.1% | 0.26% | +19.5% |
| Q3 2013 | $3,796,000 | +4.7% | 55,160 | +1.1% | 0.22% | -23.5% |
| Q2 2013 | $3,624,000 | – | 54,542 | – | 0.29% | – |
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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% |