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 2019 | $41,316,000 | +11.6% | 384,018 | +6.5% | 0.29% | +4.8% |
| Q3 2019 | $37,014,000 | +8.2% | 360,671 | +6.4% | 0.27% | +4.2% |
| Q2 2019 | $34,201,000 | +37.2% | 338,930 | +35.2% | 0.26% | +27.8% |
| Q1 2019 | $24,932,000 | +24.6% | 250,728 | +12.2% | 0.20% | +4.1% |
| Q4 2018 | $20,013,000 | +17.7% | 223,491 | +28.7% | 0.20% | +15.2% |
| Q3 2018 | $17,009,000 | +41.1% | 173,624 | +33.6% | 0.17% | +3.0% |
| Q2 2018 | $12,051,000 | +8.4% | 129,986 | +6.6% | 0.17% | +8.5% |
| Q1 2018 | $11,121,000 | +11.4% | 121,908 | +15.4% | 0.15% | +15.0% |
| Q4 2017 | $9,983,000 | +20.5% | 105,641 | +16.5% | 0.13% | +2.3% |
| Q3 2017 | $8,282,000 | -14.1% | 90,656 | -16.4% | 0.13% | -23.1% |
| Q2 2017 | $9,638,000 | +6.3% | 108,402 | +5.4% | 0.17% | -7.7% |
| Q1 2017 | $9,069,000 | +3.1% | 102,867 | +0.0% | 0.18% | -8.0% |
| Q4 2016 | $8,799,000 | +8.5% | 102,821 | +7.0% | 0.20% | +2.1% |
| Q3 2016 | $8,111,000 | +9.1% | 96,137 | +8.5% | 0.20% | 0.0% |
| Q2 2016 | $7,432,000 | – | 88,594 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |