UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 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
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2019$489,299,000
+1.7%
4,7690.0%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%
2,3880.0%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$52,0006110.00%
Other shareholders
SPDR SERIES TRUST shareholders Q2 2018
NameSharesValueWeighting ↓
Wolff Financial Management LLC 222,814$28,33820.92%
Joel Isaacson & Co., LLC 2,431,616$309,252,93316.24%
Hyperion Partners, LLC 175,689$22,344,11515.95%
KITCHING PARTNERS, LLC 50,638$6,440,17611.72%
Elk River Wealth Management, LLC 376,830$47,926,1119.38%
Legacy Financial Group LLC 371,379$47,231,9299.29%
Jackson, Grant Investment Advisers, Inc. 179,231$22,794,5929.20%
O'Dell Group, LLC 272,349$35,743,0668.76%
MARINO, STRAM & ASSOCIATES LLC 261,842$33,301,1248.14%
SARD WEALTH MANAGEMENT GROUP, LLC 90,469$11,505,8978.08%
View complete list of SPDR SERIES TRUST shareholders