SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 650 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,137,195 | -89.8% | 8,665 | -91.0% | 0.00% | -100.0% |
| Q3 2023 | $11,099,615 | +370.6% | 96,510 | +401.6% | 0.01% | +500.0% |
| Q2 2023 | $2,358,562 | +166230.2% | 19,241 | +67.8% | 0.00% | 0.0% |
| Q1 2023 | $1,418 | -99.9% | 11,464 | -32.8% | 0.00% | 0.0% |
| Q3 2022 | $1,902,000 | +579.3% | 17,055 | +615.1% | 0.00% | – |
| Q3 2021 | $280,000 | -48.3% | 2,385 | -48.0% | 0.00% | – |
| Q1 2021 | $542,000 | -75.6% | 4,589 | -78.1% | 0.00% | -100.0% |
| Q4 2020 | $2,219,000 | +123.2% | 20,950 | +94.7% | 0.00% | +100.0% |
| Q3 2020 | $994,000 | -32.2% | 10,758 | -21.1% | 0.00% | -50.0% |
| Q4 2019 | $1,466,000 | -34.9% | 13,630 | -37.9% | 0.00% | -50.0% |
| Q3 2019 | $2,251,000 | +205.8% | 21,942 | +200.9% | 0.00% | +300.0% |
| Q2 2019 | $736,000 | -44.5% | 7,292 | -49.0% | 0.00% | -50.0% |
| Q2 2018 | $1,325,000 | +55.0% | 14,294 | +52.4% | 0.00% | +100.0% |
| Q1 2018 | $855,000 | +11.3% | 9,378 | +15.4% | 0.00% | 0.0% |
| Q4 2017 | $768,000 | -74.8% | 8,125 | -75.7% | 0.00% | -80.0% |
| Q3 2017 | $3,053,000 | +55.5% | 33,428 | +51.3% | 0.01% | +25.0% |
| Q2 2017 | $1,963,000 | +270.4% | 22,088 | +267.3% | 0.00% | +300.0% |
| Q1 2017 | $530,000 | -39.8% | 6,013 | -48.0% | 0.00% | -50.0% |
| Q2 2015 | $881,000 | -28.0% | 11,554 | -26.1% | 0.00% | 0.0% |
| Q1 2015 | $1,223,000 | +184.4% | 15,638 | +186.8% | 0.00% | +100.0% |
| Q4 2014 | $430,000 | -15.0% | 5,453 | -19.2% | 0.00% | 0.0% |
| Q3 2014 | $506,000 | -41.1% | 6,750 | -39.8% | 0.00% | -50.0% |
| Q2 2014 | $859,000 | – | 11,220 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |