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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,418,000 | -30.9% | 42,802 | -6.9% | 0.85% | -0.9% |
| Q4 2019 | $4,943,000 | -5.0% | 45,953 | -9.4% | 0.86% | -16.8% |
| Q3 2019 | $5,202,000 | +1.8% | 50,701 | +0.1% | 1.03% | -5.3% |
| Q2 2019 | $5,110,000 | +3.5% | 50,653 | +2.0% | 1.09% | -1.4% |
| Q1 2019 | $4,938,000 | +8.7% | 49,671 | -2.1% | 1.11% | +15.1% |
| Q4 2018 | $4,541,000 | -10.3% | 50,732 | -1.9% | 0.96% | -35.0% |
| Q3 2018 | $5,063,000 | +7.3% | 51,700 | +1.6% | 1.48% | -1.2% |
| Q2 2018 | $4,718,000 | -99.9% | 50,898 | -6.9% | 1.50% | -28.8% |
| Q1 2018 | $4,983,882,000 | +89635.0% | 54,648 | -7.0% | 2.10% | +30.5% |
| Q4 2017 | $5,554,000 | +2.7% | 58,789 | -0.8% | 1.61% | +17.5% |
| Q3 2017 | $5,410,000 | -10.6% | 59,234 | -13.0% | 1.37% | -24.8% |
| Q2 2017 | $6,051,000 | -15.8% | 68,076 | -16.5% | 1.82% | -12.1% |
| Q1 2017 | $7,188,000 | -2.6% | 81,551 | -5.5% | 2.08% | -6.2% |
| Q4 2016 | $7,381,000 | – | 86,271 | – | 2.21% | – |
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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% |