SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $805,000 | +11.3% | 8,225 | +5.4% | 0.35% | +4.8% |
| Q2 2018 | $723,000 | +7.7% | 7,803 | +6.0% | 0.33% | +12.8% |
| Q1 2018 | $671,000 | -13.3% | 7,361 | -10.2% | 0.30% | -12.2% |
| Q4 2017 | $774,000 | +26.9% | 8,195 | +23.0% | 0.34% | +24.8% |
| Q3 2017 | $610,000 | +7.0% | 6,660 | +3.8% | 0.27% | +3.8% |
| Q2 2017 | $570,000 | -1.7% | 6,414 | -1.9% | 0.26% | -4.4% |
| Q1 2017 | $580,000 | +6.6% | 6,538 | +2.8% | 0.27% | -3.5% |
| Q4 2016 | $544,000 | -5.2% | 6,361 | -6.5% | 0.28% | -28.8% |
| Q3 2016 | $574,000 | +2.7% | 6,804 | +2.2% | 0.40% | -9.8% |
| Q2 2016 | $559,000 | +14.5% | 6,659 | +9.1% | 0.44% | +29.9% |
| Q1 2016 | $488,000 | +8.0% | 6,104 | -0.5% | 0.34% | +11.6% |
| Q4 2015 | $452,000 | +126.0% | 6,137 | +121.2% | 0.30% | +95.5% |
| Q3 2015 | $200,000 | – | 2,775 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |