SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,213 | -13.5% | 3,845 | -7.8% | 0.06% | -10.0% |
| Q2 2023 | $511,213 | -0.9% | 4,170 | 0.0% | 0.07% | -6.7% |
| Q1 2023 | $515,926 | -1.1% | 4,170 | 0.0% | 0.08% | -3.8% |
| Q4 2022 | $521,764 | +12.2% | 4,170 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $465,000 | -6.1% | 4,170 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $495,000 | -7.3% | 4,170 | 0.0% | 0.08% | +5.6% |
| Q1 2022 | $534,000 | -0.7% | 4,170 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $538,000 | +12.8% | 4,170 | +2.9% | 0.07% | +4.5% |
| Q3 2021 | $477,000 | -3.8% | 4,054 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $496,000 | +10.2% | 4,054 | +6.4% | 0.07% | +6.0% |
| Q1 2021 | $450,000 | +11.4% | 3,809 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $404,000 | +14.8% | 3,809 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $352,000 | +1.4% | 3,809 | 0.0% | 0.07% | +3.0% |
| Q2 2020 | $347,000 | +25.7% | 3,809 | +10.3% | 0.07% | +4.8% |
| Q1 2020 | $276,000 | -25.6% | 3,454 | +0.3% | 0.06% | +3.3% |
| Q4 2019 | $371,000 | +16.3% | 3,444 | +10.8% | 0.06% | +8.9% |
| Q3 2019 | $319,000 | +1.6% | 3,109 | +0.0% | 0.06% | 0.0% |
| Q2 2019 | $314,000 | +1.6% | 3,108 | +0.0% | 0.06% | +5.7% |
| Q1 2019 | $309,000 | +11.2% | 3,107 | +0.1% | 0.05% | +1.9% |
| Q4 2018 | $278,000 | -8.6% | 3,105 | +0.0% | 0.05% | +8.3% |
| Q3 2018 | $304,000 | +32.2% | 3,104 | +25.2% | 0.05% | +26.3% |
| Q2 2018 | $230,000 | +13.3% | 2,480 | -4.6% | 0.04% | +65.2% |
| Q1 2015 | $203,000 | -1.0% | 2,600 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $205,000 | -12.0% | 2,600 | -16.5% | 0.02% | -14.8% |
| Q3 2014 | $233,000 | +12.0% | 3,115 | +10.0% | 0.03% | +8.0% |
| Q1 2014 | $208,000 | – | 2,833 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |