SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $3,351,000 | -10.0% | 36,745 | -6.8% | 2.16% | -6.4% |
| Q4 2017 | $3,723,000 | +7.0% | 39,405 | +3.4% | 2.31% | +0.2% |
| Q3 2017 | $3,481,000 | +4.1% | 38,118 | +1.3% | 2.30% | +0.7% |
| Q2 2017 | $3,345,000 | +44.9% | 37,633 | +43.7% | 2.28% | +36.1% |
| Q1 2017 | $2,308,000 | -29.4% | 26,194 | -31.4% | 1.68% | -38.7% |
| Q4 2016 | $3,268,000 | +4.7% | 38,202 | +3.3% | 2.74% | +15.6% |
| Q3 2016 | $3,120,000 | +82.6% | 36,992 | +81.6% | 2.37% | +67.9% |
| Q2 2016 | $1,709,000 | +6.7% | 20,369 | +1.7% | 1.41% | -5.9% |
| Q1 2016 | $1,601,000 | +17.7% | 20,032 | +8.3% | 1.50% | +15.6% |
| Q4 2015 | $1,360,000 | – | 18,499 | – | 1.30% | – |
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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% |