SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $6,000 | 0.0% | 65 | 0.0% | 0.00% | -75.0% |
| Q2 2018 | $6,000 | 0.0% | 65 | 0.0% | 0.00% | +300.0% |
| Q1 2018 | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | -92.9% | 65 | -93.2% | 0.00% | -93.8% |
| Q1 2017 | $85,000 | -46.5% | 958 | -48.3% | 0.02% | -42.9% |
| Q4 2016 | $159,000 | +3.9% | 1,853 | 0.0% | 0.03% | -3.4% |
| Q3 2016 | $153,000 | -1.9% | 1,853 | 0.0% | 0.03% | +7.4% |
| Q2 2016 | $156,000 | +5.4% | 1,853 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $148,000 | +8.8% | 1,853 | 0.0% | 0.03% | +12.5% |
| Q4 2015 | $136,000 | +97.1% | 1,853 | +93.4% | 0.02% | +84.6% |
| Q3 2015 | $69,000 | -80.2% | 958 | -79.0% | 0.01% | -76.8% |
| Q2 2015 | $348,000 | +6860.0% | 4,561 | +6916.9% | 0.06% | +5500.0% |
| Q1 2015 | $5,000 | – | 65 | – | 0.00% | – |
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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% |