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 2021 | $219,000 | -78.3% | 1,859 | -77.5% | 0.00% | -100.0% |
| Q2 2021 | $1,010,000 | -27.2% | 8,259 | -29.8% | 0.00% | -50.0% |
| Q1 2021 | $1,388,000 | -57.5% | 11,759 | -61.9% | 0.00% | -55.6% |
| Q4 2020 | $3,269,000 | -12.3% | 30,859 | -23.5% | 0.01% | -30.8% |
| Q3 2020 | $3,729,000 | -6.7% | 40,359 | -19.4% | 0.01% | -60.6% |
| Q1 2020 | $3,998,000 | +643.1% | 50,059 | +853.9% | 0.03% | +1550.0% |
| Q3 2019 | $538,000 | -88.0% | 5,248 | -89.5% | 0.00% | -88.9% |
| Q4 2018 | $4,470,000 | -55.8% | 49,932 | -51.7% | 0.02% | -35.7% |
| Q3 2018 | $10,116,000 | -14.0% | 103,301 | -18.6% | 0.03% | -20.0% |
| Q2 2018 | $11,757,000 | -38.6% | 126,831 | -39.6% | 0.04% | -45.3% |
| Q1 2018 | $19,152,000 | +1275.9% | 210,005 | +1325.8% | 0.06% | +1180.0% |
| Q4 2017 | $1,392,000 | +351.9% | 14,729 | +320.8% | 0.01% | +400.0% |
| Q1 2017 | $308,000 | -72.3% | 3,500 | -76.0% | 0.00% | -80.0% |
| Q2 2015 | $1,113,000 | +58.1% | 14,600 | +62.2% | 0.01% | +66.7% |
| Q1 2015 | $704,000 | 0.0% | 9,000 | -4.3% | 0.00% | 0.0% |
| Q3 2014 | $704,000 | +39.1% | 9,400 | +42.2% | 0.00% | +50.0% |
| Q2 2014 | $506,000 | -7.5% | 6,611 | -16.7% | 0.00% | -33.3% |
| Q3 2013 | $547,000 | – | 7,939 | – | 0.00% | – |
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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% |