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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $489,299,000 | +1.7% | 4,769 | 0.0% | 0.00% | – |
| Q2 2019 | $481,097,000 | +21.1% | 4,769 | +19.3% | 0.00% | – |
| Q1 2019 | $397,242,000 | -35.0% | 3,996 | -41.5% | 0.00% | -100.0% |
| Q4 2018 | $611,601,000 | +162.0% | 6,832 | +186.6% | 0.00% | – |
| Q3 2018 | $233,465,000 | +5.5% | 2,384 | -0.2% | 0.00% | – |
| Q2 2018 | $221,368,000 | +1.6% | 2,388 | 0.0% | 0.00% | – |
| Q1 2018 | $217,786,000 | +168.3% | 2,388 | +178.0% | 0.00% | – |
| Q4 2017 | $81,158,000 | +1.8% | 859 | -1.6% | 0.00% | – |
| Q3 2017 | $79,731,000 | -9.9% | 873 | -12.3% | 0.00% | – |
| Q2 2017 | $88,534,000 | +64.1% | 996 | +62.7% | 0.00% | – |
| Q1 2017 | $53,942,000 | +103634.6% | 612 | +0.2% | 0.00% | – |
| Q4 2016 | $52,000 | – | 611 | – | 0.00% | – |
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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% |