SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $185,000 | +20.1% | 1,555 | +6.9% | 0.04% | +12.5% |
| Q4 2020 | $154,000 | -10.5% | 1,455 | -14.7% | 0.04% | -20.0% |
| Q2 2019 | $172,000 | +1.8% | 1,705 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $169,000 | +1.2% | 1,705 | -5.5% | 0.05% | -33.3% |
| Q2 2018 | $167,000 | -49.8% | 1,805 | -50.6% | 0.08% | -56.1% |
| Q1 2018 | $333,000 | -1.2% | 3,656 | +2.4% | 0.17% | -10.9% |
| Q4 2017 | $337,000 | – | 3,569 | – | 0.19% | – |
Download | ||||||
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% |