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 | $1,710 | +27.7% | 14,871 | +36.1% | 0.17% | -4.5% |
| Q2 2023 | $1,339 | -0.3% | 10,928 | +0.6% | 0.18% | -11.1% |
| Q1 2023 | $1,343 | +4.8% | 10,858 | +5.9% | 0.20% | -5.7% |
| Q4 2022 | $1,282 | -99.8% | 10,251 | +88.1% | 0.21% | +81.0% |
| Q3 2022 | $607,000 | -6.0% | 5,450 | +0.0% | 0.12% | -2.5% |
| Q2 2022 | $646,000 | -7.3% | 5,448 | +0.0% | 0.12% | +4.4% |
| Q1 2022 | $697,000 | +11.3% | 5,447 | +12.3% | 0.11% | -13.0% |
| Q4 2021 | $626,000 | +27.2% | 4,851 | +15.7% | 0.13% | +9.2% |
| Q3 2021 | $492,000 | -3.9% | 4,191 | 0.0% | 0.12% | -6.2% |
| Q2 2021 | $512,000 | +3.6% | 4,191 | 0.0% | 0.13% | -6.6% |
| Q1 2021 | $494,000 | +12.3% | 4,191 | +0.8% | 0.14% | +0.7% |
| Q4 2020 | $440,000 | +14.9% | 4,156 | +0.2% | 0.14% | -5.6% |
| Q3 2020 | $383,000 | -6.4% | 4,147 | -7.6% | 0.14% | -15.3% |
| Q2 2020 | $409,000 | +7.1% | 4,489 | -6.3% | 0.17% | +25.0% |
| Q1 2020 | $382,000 | -24.1% | 4,789 | +2.5% | 0.14% | -18.6% |
| Q4 2019 | $503,000 | +7.7% | 4,674 | +2.7% | 0.17% | -5.6% |
| Q3 2019 | $467,000 | +24.2% | 4,549 | +20.2% | 0.18% | +14.2% |
| Q1 2019 | $376,000 | – | 3,786 | – | 0.16% | – |
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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% |