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 | $202,000 | -74.4% | 2,535 | -65.5% | 0.02% | -67.9% |
| Q4 2019 | $790,000 | +30.4% | 7,348 | +24.5% | 0.08% | +18.2% |
| Q3 2019 | $606,000 | +1.8% | 5,902 | 0.0% | 0.07% | +4.8% |
| Q2 2019 | $595,000 | +1.4% | 5,902 | 0.0% | 0.06% | +1.6% |
| Q1 2019 | $587,000 | +11.2% | 5,902 | 0.0% | 0.06% | -3.1% |
| Q4 2018 | $528,000 | -8.7% | 5,902 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $578,000 | +5.7% | 5,902 | 0.0% | 0.06% | +16.4% |
| Q2 2018 | $547,000 | -50.6% | 5,902 | -51.4% | 0.06% | -55.6% |
| Q1 2018 | $1,107,000 | -17.1% | 12,137 | -14.1% | 0.12% | -17.9% |
| Q4 2017 | $1,336,000 | – | 14,137 | – | 0.15% | – |
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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% |