SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |