SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
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 | 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% |