SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 650 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,878,000 | -76.2% | 19,173 | -77.5% | 0.00% | -77.8% |
| Q2 2018 | $7,889,000 | +343.2% | 85,093 | +336.1% | 0.01% | +350.0% |
| Q1 2018 | $1,780,000 | +10.7% | 19,514 | +14.6% | 0.00% | 0.0% |
| Q4 2017 | $1,608,000 | +35.5% | 17,021 | +31.0% | 0.00% | +100.0% |
| Q3 2017 | $1,187,000 | +1.6% | 12,994 | -1.1% | 0.00% | 0.0% |
| Q2 2017 | $1,168,000 | +48.6% | 13,140 | +47.4% | 0.00% | 0.0% |
| Q1 2017 | $786,000 | -63.4% | 8,916 | -64.4% | 0.00% | -66.7% |
| Q4 2016 | $2,146,000 | -47.9% | 25,074 | -48.6% | 0.00% | -50.0% |
| Q3 2016 | $4,118,000 | -49.0% | 48,814 | -49.2% | 0.01% | -50.0% |
| Q2 2016 | $8,070,000 | +74.4% | 96,162 | +66.5% | 0.01% | +200.0% |
| Q1 2016 | $4,627,000 | +229.8% | 57,760 | +202.8% | 0.00% | +300.0% |
| Q4 2015 | $1,403,000 | +1.7% | 19,073 | -0.3% | 0.00% | 0.0% |
| Q3 2015 | $1,380,000 | -11.7% | 19,127 | -6.7% | 0.00% | -50.0% |
| Q2 2015 | $1,562,000 | -3.6% | 20,503 | -1.1% | 0.00% | 0.0% |
| Q1 2015 | $1,621,000 | -12.0% | 20,724 | -11.3% | 0.00% | -33.3% |
| Q4 2014 | $1,842,000 | +10.7% | 23,368 | +5.2% | 0.00% | +50.0% |
| Q3 2014 | $1,664,000 | -2.2% | 22,206 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $1,701,000 | +94.6% | 22,206 | +87.0% | 0.00% | +200.0% |
| Q1 2014 | $874,000 | -48.8% | 11,878 | -49.4% | 0.00% | -66.7% |
| Q4 2013 | $1,707,000 | -38.8% | 23,496 | -41.9% | 0.00% | -40.0% |
| Q3 2013 | $2,787,000 | -29.4% | 40,417 | -32.1% | 0.01% | -28.6% |
| Q2 2013 | $3,948,000 | – | 59,545 | – | 0.01% | – |
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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% |