SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $205,000 | 0.0% | 1,679 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $205,000 | +3.5% | 1,679 | 0.0% | 0.05% | -2.1% |
| Q1 2021 | $198,000 | +20.0% | 1,679 | +8.0% | 0.05% | +14.6% |
| Q4 2020 | $165,000 | +11.5% | 1,554 | -3.1% | 0.04% | -2.4% |
| Q3 2020 | $148,000 | +1.4% | 1,604 | 0.0% | 0.04% | -4.5% |
| Q2 2020 | $146,000 | +30.4% | 1,604 | +14.6% | 0.04% | +7.3% |
| Q1 2020 | $112,000 | -25.8% | 1,400 | 0.0% | 0.04% | -6.8% |
| Q4 2019 | $151,000 | +28.0% | 1,400 | +21.7% | 0.04% | +18.9% |
| Q3 2019 | $118,000 | +1.7% | 1,150 | 0.0% | 0.04% | +2.8% |
| Q2 2019 | $116,000 | +0.9% | 1,150 | 0.0% | 0.04% | -2.7% |
| Q1 2019 | $115,000 | +11.7% | 1,150 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $103,000 | -8.0% | 1,150 | 0.0% | 0.04% | +8.6% |
| Q3 2018 | $112,000 | +5.7% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $106,000 | +1.0% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $105,000 | -3.7% | 1,150 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $109,000 | -58.9% | 1,150 | -60.3% | 0.04% | -59.8% |
| Q3 2017 | $265,000 | +2.7% | 2,900 | 0.0% | 0.09% | +1.2% |
| Q2 2017 | $258,000 | +0.8% | 2,900 | 0.0% | 0.09% | 0.0% |
| Q1 2017 | $256,000 | +3.2% | 2,900 | 0.0% | 0.09% | -3.4% |
| Q4 2016 | $248,000 | +1.6% | 2,900 | 0.0% | 0.09% | 0.0% |
| Q3 2016 | $244,000 | +0.4% | 2,900 | 0.0% | 0.09% | 0.0% |
| Q2 2016 | $243,000 | -22.1% | 2,900 | -25.6% | 0.09% | -23.9% |
| Q1 2016 | $312,000 | +9.1% | 3,900 | 0.0% | 0.12% | +4.5% |
| Q4 2015 | $286,000 | +1.4% | 3,900 | 0.0% | 0.11% | +1.8% |
| Q3 2015 | $282,000 | -5.1% | 3,900 | 0.0% | 0.11% | +2.8% |
| Q2 2015 | $297,000 | -2.6% | 3,900 | 0.0% | 0.11% | -0.9% |
| Q1 2015 | $305,000 | -0.7% | 3,900 | 0.0% | 0.11% | -3.6% |
| Q4 2014 | $307,000 | +5.1% | 3,900 | 0.0% | 0.11% | -5.9% |
| Q3 2014 | $292,000 | -2.3% | 3,900 | 0.0% | 0.12% | +1.7% |
| Q2 2014 | $299,000 | +4.2% | 3,900 | 0.0% | 0.12% | +0.9% |
| Q1 2014 | $287,000 | 0.0% | 3,900 | -1.3% | 0.12% | -2.5% |
| Q4 2013 | $287,000 | +5.5% | 3,950 | 0.0% | 0.12% | -2.5% |
| Q3 2013 | $272,000 | +3.8% | 3,950 | 0.0% | 0.12% | -3.9% |
| Q2 2013 | $262,000 | – | 3,950 | – | 0.13% | – |
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% |