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 | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |