SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $948,000 | -57.7% | 9,540 | -61.1% | 0.05% | -55.0% |
| Q1 2018 | $2,239,000 | +135.4% | 24,552 | +143.9% | 0.12% | +140.0% |
| Q4 2017 | $951,000 | -81.7% | 10,068 | -82.3% | 0.05% | -80.5% |
| Q3 2017 | $5,190,000 | +106.1% | 56,824 | +100.6% | 0.26% | -26.4% |
| Q2 2017 | $2,518,000 | +133.1% | 28,322 | +89.2% | 0.35% | +149.3% |
| Q3 2015 | $1,080,000 | +380.0% | 14,972 | +419.9% | 0.14% | +460.0% |
| Q1 2015 | $225,000 | -84.7% | 2,880 | -85.0% | 0.02% | -87.0% |
| Q2 2014 | $1,473,000 | +83.7% | 19,238 | +76.4% | 0.19% | +75.5% |
| Q1 2014 | $802,000 | -28.6% | 10,906 | -33.1% | 0.11% | 0.0% |
| Q3 2013 | $1,123,000 | – | 16,291 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |