SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $1,737,000 | -1.5% | 17,222 | -3.0% | 0.20% | -1.0% |
Q1 2019 | $1,764,000 | -11.2% | 17,749 | -20.0% | 0.20% | -19.1% |
Q4 2018 | $1,987,000 | +6.3% | 22,194 | +16.3% | 0.25% | +26.8% |
Q3 2018 | $1,869,000 | +10.1% | 19,086 | +4.2% | 0.19% | +6.0% |
Q2 2018 | $1,698,000 | +1.4% | 18,321 | -0.2% | 0.18% | 0.0% |
Q1 2018 | $1,674,000 | -6.1% | 18,363 | -2.7% | 0.18% | -4.7% |
Q4 2017 | $1,783,000 | -0.5% | 18,876 | -3.8% | 0.19% | -3.5% |
Q3 2017 | $1,792,000 | -7.0% | 19,618 | -9.5% | 0.20% | -5.2% |
Q2 2017 | $1,927,000 | +0.4% | 21,688 | -0.4% | 0.21% | -1.4% |
Q1 2017 | $1,920,000 | +0.4% | 21,777 | -2.6% | 0.21% | -2.7% |
Q4 2016 | $1,912,000 | +0.7% | 22,355 | -0.6% | 0.22% | -14.5% |
Q3 2016 | $1,898,000 | -0.9% | 22,490 | -1.5% | 0.26% | -3.4% |
Q2 2016 | $1,916,000 | -4.3% | 22,835 | -8.9% | 0.26% | -5.7% |
Q1 2016 | $2,003,000 | +6.5% | 25,063 | -2.0% | 0.28% | +7.3% |
Q4 2015 | $1,881,000 | -3.7% | 25,568 | -5.5% | 0.26% | -6.8% |
Q3 2015 | $1,953,000 | -7.2% | 27,067 | -1.9% | 0.28% | +0.7% |
Q2 2015 | $2,104,000 | -4.1% | 27,602 | -1.6% | 0.28% | -2.8% |
Q1 2015 | $2,194,000 | -1.7% | 28,057 | -0.9% | 0.29% | -1.4% |
Q4 2014 | $2,232,000 | +199.2% | 28,317 | +184.5% | 0.29% | +123.8% |
Q3 2014 | $746,000 | -0.1% | 9,953 | +2.1% | 0.13% | +2.4% |
Q2 2014 | $747,000 | +2.3% | 9,750 | -1.8% | 0.13% | -3.1% |
Q1 2014 | $730,000 | -17.1% | 9,930 | -18.1% | 0.13% | -16.6% |
Q4 2013 | $881,000 | -5.7% | 12,125 | -10.5% | 0.16% | -13.3% |
Q3 2013 | $934,000 | – | 13,548 | – | 0.18% | – |
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% |