SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 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 2020 | $1,310,000 | +14.7% | 12,370 | +0.1% | 0.76% | +9.7% |
| Q3 2020 | $1,142,000 | +1.3% | 12,363 | +0.0% | 0.69% | -1.6% |
| Q2 2020 | $1,127,000 | +14.3% | 12,358 | +0.0% | 0.70% | +8.0% |
| Q1 2020 | $986,000 | -25.8% | 12,352 | +0.0% | 0.65% | +48.9% |
| Q4 2019 | $1,328,000 | +4.9% | 12,346 | +0.0% | 0.44% | -17.1% |
| Q3 2019 | $1,266,000 | +1.8% | 12,340 | +0.0% | 0.53% | +6.9% |
| Q2 2019 | $1,244,000 | +1.5% | 12,336 | +0.0% | 0.49% | +5.8% |
| Q1 2019 | $1,226,000 | +11.1% | 12,332 | +0.0% | 0.46% | -22.8% |
| Q4 2018 | $1,104,000 | -8.5% | 12,328 | +0.0% | 0.60% | +5.1% |
| Q3 2018 | $1,207,000 | +5.7% | 12,323 | +0.0% | 0.57% | +6.3% |
| Q2 2018 | $1,142,000 | +90.7% | 12,319 | +87.6% | 0.54% | +87.8% |
| Q1 2018 | $599,000 | -3.4% | 6,567 | +0.0% | 0.29% | +3.6% |
| Q4 2017 | $620,000 | +3.7% | 6,564 | +0.3% | 0.28% | -27.9% |
| Q3 2017 | $598,000 | -63.4% | 6,543 | -64.4% | 0.38% | -56.0% |
| Q2 2017 | $1,632,000 | +1.4% | 18,356 | +0.6% | 0.87% | +7.4% |
| Q1 2017 | $1,609,000 | +3.5% | 18,251 | +0.5% | 0.81% | -5.0% |
| Q4 2016 | $1,554,000 | +52.7% | 18,160 | +49.7% | 0.86% | +60.7% |
| Q3 2016 | $1,018,000 | -5.4% | 12,130 | -5.7% | 0.53% | -9.1% |
| Q2 2016 | $1,076,000 | +5.3% | 12,868 | +0.6% | 0.58% | +11.4% |
| Q1 2016 | $1,022,000 | +9.2% | 12,790 | +0.6% | 0.52% | +3.1% |
| Q4 2015 | $936,000 | – | 12,716 | – | 0.51% | – |
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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% |