SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,666,000 | +109.8% | 15,492 | +100.0% | 0.00% | – |
| Q3 2019 | $794,000 | +1.7% | 7,746 | 0.0% | 0.00% | – |
| Q2 2019 | $781,000 | -49.3% | 7,746 | -50.0% | 0.00% | – |
| Q1 2019 | $1,540,000 | -73.9% | 15,492 | -76.5% | 0.00% | -100.0% |
| Q4 2018 | $5,900,000 | +146.3% | 65,916 | +169.5% | 0.00% | 0.0% |
| Q3 2018 | $2,395,000 | +5.6% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,267,000 | +1.7% | 24,462 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,230,000 | -20.6% | 24,462 | -17.7% | 0.00% | 0.0% |
| Q4 2017 | $2,809,000 | +3.5% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,715,000 | +2.7% | 29,736 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,643,000 | -48.3% | 29,736 | -48.8% | 0.00% | -50.0% |
| Q1 2017 | $5,114,000 | +3.0% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $4,964,000 | +1.4% | 58,024 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $4,894,000 | +0.5% | 58,024 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $4,869,000 | – | 58,024 | – | 0.00% | – |
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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% |