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 2018 | $68,000 | -34.6% | 750 | -31.8% | 0.08% | -32.8% |
| Q4 2017 | $104,000 | +4.0% | 1,100 | 0.0% | 0.12% | +6.2% |
| Q3 2017 | $100,000 | +2.0% | 1,100 | 0.0% | 0.11% | +4.7% |
| Q2 2017 | $98,000 | +1.0% | 1,100 | 0.0% | 0.11% | +9.2% |
| Q1 2017 | $97,000 | +3.2% | 1,100 | 0.0% | 0.10% | +2.1% |
| Q4 2016 | $94,000 | +1.1% | 1,100 | 0.0% | 0.10% | -2.0% |
| Q3 2016 | $93,000 | +1.1% | 1,100 | 0.0% | 0.10% | -1.0% |
| Q2 2016 | $92,000 | -31.3% | 1,100 | -34.2% | 0.10% | -31.7% |
| Q1 2016 | $134,000 | -29.8% | 1,671 | -35.7% | 0.14% | -30.0% |
| Q4 2015 | $191,000 | -27.7% | 2,600 | -28.9% | 0.21% | -33.2% |
| Q3 2015 | $264,000 | -35.3% | 3,657 | -31.7% | 0.31% | -30.3% |
| Q2 2015 | $408,000 | -4.4% | 5,357 | -1.8% | 0.44% | -3.1% |
| Q1 2015 | $427,000 | -17.4% | 5,457 | -16.8% | 0.46% | -16.2% |
| Q4 2014 | $517,000 | -30.0% | 6,557 | -33.5% | 0.55% | -31.6% |
| Q3 2014 | $739,000 | -19.7% | 9,857 | -17.9% | 0.80% | -17.9% |
| Q2 2014 | $920,000 | -12.0% | 12,007 | -15.5% | 0.98% | -12.6% |
| Q1 2014 | $1,045,000 | -0.8% | 14,207 | -2.1% | 1.12% | +1.8% |
| Q4 2013 | $1,053,000 | +3.1% | 14,507 | -2.0% | 1.10% | -5.3% |
| Q3 2013 | $1,021,000 | -9.2% | 14,807 | -12.7% | 1.16% | -29.0% |
| Q2 2013 | $1,124,000 | – | 16,957 | – | 1.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |