SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,078,000 | -8.1% | 11,672 | -9.2% | 0.25% | -18.4% |
| Q2 2020 | $1,173,000 | +20.7% | 12,859 | +5.7% | 0.31% | -3.7% |
| Q1 2020 | $972,000 | -29.6% | 12,167 | -5.1% | 0.32% | -24.1% |
| Q4 2019 | $1,380,000 | +12.4% | 12,825 | +7.2% | 0.42% | +3.7% |
| Q3 2019 | $1,228,000 | +15.4% | 11,964 | +13.4% | 0.41% | +11.7% |
| Q2 2019 | $1,064,000 | -2.2% | 10,547 | -3.6% | 0.37% | -1.9% |
| Q1 2019 | $1,088,000 | +10.2% | 10,942 | -0.8% | 0.37% | -19.6% |
| Q4 2018 | $987,000 | -3.3% | 11,026 | +5.8% | 0.46% | +45.9% |
| Q3 2018 | $1,021,000 | +4.3% | 10,425 | -1.3% | 0.32% | -25.9% |
| Q2 2018 | $979,000 | +0.6% | 10,560 | -1.0% | 0.43% | +35.8% |
| Q1 2018 | $973,000 | +209.9% | 10,664 | +220.4% | 0.32% | +127.3% |
| Q4 2017 | $314,000 | – | 3,328 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |