SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $6,658,000 | -8.5% | 73,008 | -5.2% | 0.94% | -0.3% |
| Q4 2017 | $7,275,000 | -4.6% | 76,999 | -7.7% | 0.94% | -6.8% |
| Q3 2017 | $7,622,000 | -10.3% | 83,450 | -12.7% | 1.01% | -12.9% |
| Q2 2017 | $8,495,000 | -10.0% | 95,573 | -10.8% | 1.16% | -12.3% |
| Q1 2017 | $9,442,000 | -2.6% | 107,125 | -5.5% | 1.32% | -5.4% |
| Q4 2016 | $9,696,000 | +47.2% | 113,319 | +45.1% | 1.40% | +37.7% |
| Q3 2016 | $6,589,000 | +150.1% | 78,111 | +148.7% | 1.01% | +149.8% |
| Q2 2016 | $2,635,000 | +191.5% | 31,403 | +177.7% | 0.41% | +194.2% |
| Q1 2016 | $904,000 | -6.3% | 11,308 | -13.8% | 0.14% | -4.8% |
| Q4 2015 | $965,000 | +21.2% | 13,121 | +18.9% | 0.14% | +17.9% |
| Q3 2015 | $796,000 | +62.1% | 11,031 | +71.3% | 0.12% | +70.8% |
| Q2 2015 | $491,000 | +18.3% | 6,439 | +21.4% | 0.07% | +20.0% |
| Q1 2015 | $415,000 | +4511.1% | 5,305 | +3918.9% | 0.06% | +2900.0% |
| Q3 2013 | $9,000 | -97.9% | 132 | -97.9% | 0.00% | -97.3% |
| Q2 2013 | $421,000 | – | 6,357 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |