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 | $280,000 | +5.7% | 2,861 | +0.1% | 0.20% | +3.2% |
| Q2 2018 | $265,000 | +1.9% | 2,858 | +0.2% | 0.19% | -1.6% |
| Q1 2018 | $260,000 | -20.2% | 2,853 | -17.3% | 0.19% | -18.2% |
| Q4 2017 | $326,000 | +14.0% | 3,449 | +10.2% | 0.24% | +8.8% |
| Q3 2017 | $286,000 | +2.9% | 3,129 | +0.1% | 0.22% | -1.8% |
| Q2 2017 | $278,000 | +1.1% | 3,126 | +0.1% | 0.22% | -1.3% |
| Q1 2017 | $275,000 | -30.7% | 3,122 | -32.7% | 0.22% | -32.7% |
| Q4 2016 | $397,000 | – | 4,636 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |