SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $214,000 | -3.6% | 1,821 | +0.4% | 0.11% | +24.4% |
| Q2 2021 | $222,000 | +4.2% | 1,814 | +0.3% | 0.09% | -21.7% |
| Q1 2021 | $213,000 | -51.0% | 1,809 | -55.2% | 0.12% | -55.3% |
| Q4 2019 | $435,000 | +7.1% | 4,040 | +2.0% | 0.26% | +2.4% |
| Q3 2019 | $406,000 | -86.8% | 3,962 | -87.0% | 0.25% | -87.2% |
| Q2 2019 | $3,083,000 | +0.7% | 30,566 | -0.7% | 1.96% | -4.1% |
| Q1 2019 | $3,061,000 | +13.8% | 30,788 | +2.5% | 2.04% | +0.6% |
| Q4 2018 | $2,689,000 | -8.4% | 30,034 | +0.2% | 2.03% | -2.0% |
| Q3 2018 | $2,935,000 | +3.1% | 29,971 | -2.4% | 2.07% | -2.5% |
| Q2 2018 | $2,847,000 | +1.5% | 30,711 | -0.2% | 2.12% | -5.6% |
| Q1 2018 | $2,806,000 | +4.6% | 30,770 | +6.3% | 2.25% | +6.4% |
| Q4 2017 | $2,683,000 | +6.1% | 28,937 | +4.5% | 2.11% | -11.1% |
| Q3 2017 | $2,529,000 | -10.6% | 27,689 | -13.7% | 2.38% | -14.4% |
| Q1 2017 | $2,830,000 | – | 32,103 | – | 2.78% | – |
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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% |