SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $46,000 | -8.0% | 510 | 0.0% | 0.02% | +15.8% |
| Q3 2018 | $50,000 | -7.4% | 510 | -12.1% | 0.02% | -13.6% |
| Q2 2018 | $54,000 | +1.9% | 580 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $53,000 | -17.2% | 580 | -14.7% | 0.02% | -12.0% |
| Q4 2017 | $64,000 | +3.2% | 680 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $62,000 | +1.6% | 680 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $61,000 | +1.7% | 680 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $60,000 | -1.6% | 680 | -4.2% | 0.03% | -3.7% |
| Q4 2016 | $61,000 | -99.9% | 710 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $58,276,000 | -2.2% | 710 | 0.0% | 0.03% | -3.6% |
| Q2 2016 | $59,583,000 | +5.0% | 710 | 0.0% | 0.03% | +3.7% |
| Q1 2016 | $56,750,000 | +1.5% | 710 | -6.6% | 0.03% | 0.0% |
| Q4 2015 | $55,913,000 | +2.0% | 760 | 0.0% | 0.03% | -3.6% |
| Q3 2015 | $54,841,000 | -16.3% | 760 | -11.6% | 0.03% | -9.7% |
| Q2 2015 | $65,540,000 | +77005.9% | 860 | -20.7% | 0.03% | -24.4% |
| Q4 2014 | $85,000 | – | 1,085 | – | 0.04% | – |
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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% |