SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 650 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $126,000 | -55.6% | 1,267 | -60.1% | 0.11% | -51.6% |
| Q4 2018 | $284,000 | -13.7% | 3,173 | -5.5% | 0.22% | +7.9% |
| Q3 2018 | $329,000 | +10.0% | 3,358 | +4.0% | 0.20% | +3.6% |
| Q2 2018 | $299,000 | -0.3% | 3,229 | -1.7% | 0.20% | 0.0% |
| Q1 2018 | $300,000 | -80.6% | 3,284 | -80.0% | 0.20% | -85.2% |
| Q4 2017 | $1,550,000 | +1.4% | 16,410 | -2.0% | 1.32% | -9.7% |
| Q3 2017 | $1,529,000 | +0.5% | 16,737 | -2.3% | 1.47% | -10.4% |
| Q2 2017 | $1,522,000 | +6.4% | 17,123 | +5.5% | 1.64% | +20.5% |
| Q1 2017 | $1,431,000 | +2.0% | 16,238 | -1.0% | 1.36% | +11.3% |
| Q4 2016 | $1,403,000 | +59.8% | 16,399 | +42.2% | 1.22% | -2.4% |
| Q2 2015 | $878,000 | -90.0% | 11,529 | -89.6% | 1.25% | -87.2% |
| Q1 2015 | $8,787,000 | +16.3% | 110,845 | +10.9% | 9.78% | +15.8% |
| Q4 2014 | $7,556,000 | -18.9% | 99,934 | -19.6% | 8.44% | -26.1% |
| Q3 2014 | $9,313,000 | +595.0% | 124,295 | +514.3% | 11.42% | +558.3% |
| Q2 2014 | $1,340,000 | -9.1% | 20,234 | -0.3% | 1.74% | -11.8% |
| Q4 2013 | $1,474,000 | +5.4% | 20,303 | +0.2% | 1.97% | -2.4% |
| Q3 2013 | $1,399,000 | +4.4% | 20,267 | +101235.0% | 2.02% | +6.8% |
| Q2 2013 | $1,340,000 | – | 20 | – | 1.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |