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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,851 | -9.3% | 2,755 | 0.0% | 0.16% | -3.1% |
| Q2 2023 | $349,443 | +2.5% | 2,755 | 0.0% | 0.16% | -5.8% |
| Q1 2023 | $340,820 | -1.1% | 2,755 | 0.0% | 0.17% | -2.8% |
| Q4 2022 | $344,677 | +12.3% | 2,755 | 0.0% | 0.18% | +3.5% |
| Q3 2022 | $307,000 | -6.1% | 2,755 | 0.0% | 0.17% | -1.7% |
| Q2 2022 | $327,000 | -7.4% | 2,755 | 0.0% | 0.18% | +4.8% |
| Q1 2022 | $353,000 | -0.8% | 2,755 | 0.0% | 0.17% | -1.8% |
| Q4 2021 | $356,000 | +5.0% | 2,755 | 0.0% | 0.17% | +5.6% |
| Q3 2021 | $339,000 | +0.6% | 2,755 | 0.0% | 0.16% | -5.3% |
| Q2 2021 | $337,000 | +3.7% | 2,755 | 0.0% | 0.17% | -1.7% |
| Q1 2021 | $325,000 | +16.5% | 2,755 | +3.8% | 0.17% | +3.0% |
| Q4 2020 | $279,000 | +13.9% | 2,655 | 0.0% | 0.17% | +4.3% |
| Q3 2020 | $245,000 | -1.2% | 2,655 | 0.0% | 0.16% | -1.8% |
| Q2 2020 | $248,000 | +4.6% | 2,655 | -10.6% | 0.16% | -15.0% |
| Q1 2020 | $237,000 | -19.9% | 2,970 | +4.9% | 0.19% | -0.5% |
| Q4 2019 | $296,000 | +1245.5% | 2,830 | +1247.6% | 0.19% | +1193.3% |
| Q3 2019 | $22,000 | +4.8% | 210 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 210 | 0.0% | 0.02% | +7.1% |
| Q1 2019 | $21,000 | +250.0% | 210 | +200.0% | 0.01% | +180.0% |
| Q4 2018 | $6,000 | +100.0% | 70 | +159.3% | 0.01% | +150.0% |
| Q4 2017 | $3,000 | – | 27 | – | 0.00% | – |
Download | ||||||
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% |