SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 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 2023 | $151,353 | -6.2% | 1,316 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $161,315 | -0.9% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $162,802 | +258315.9% | 1,316 | +163.2% | 0.02% | +133.3% |
| Q4 2022 | $63 | -99.9% | 500 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $56,000 | -5.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | -7.8% | 500 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $64,000 | -1.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $65,000 | +10.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | -3.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +3.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | +11.3% | 500 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $53,000 | +15.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $46,000 | +15.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $40,000 | -25.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $54,000 | +5.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | +168.4% | 500 | +155.1% | 0.01% | +133.3% |
| Q3 2018 | $19,000 | +5.6% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -5.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | – | 196 | – | 0.00% | – |
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% |