SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,301,695 | -7.2% | 20,013 | -1.1% | 0.20% | -6.5% |
| Q2 2023 | $2,481,263 | -1.1% | 20,242 | -0.2% | 0.22% | -6.5% |
| Q1 2023 | $2,509,704 | -3.6% | 20,287 | -2.5% | 0.23% | -3.8% |
| Q4 2022 | $2,603,288 | +13.0% | 20,808 | +0.7% | 0.24% | +0.4% |
| Q3 2022 | $2,303,000 | +806.7% | 20,657 | +776.0% | 0.24% | +408.5% |
| Q4 2019 | $254,000 | +5.0% | 2,358 | 0.0% | 0.05% | +104.3% |
| Q3 2019 | $242,000 | +1.7% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $238,000 | +1.7% | 2,358 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $234,000 | +10.9% | 2,358 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $211,000 | -8.7% | 2,358 | 0.0% | 0.02% | +13.6% |
| Q3 2018 | $231,000 | +5.5% | 2,358 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $219,000 | +1.9% | 2,358 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $215,000 | -3.6% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $223,000 | – | 2,358 | – | 0.02% | – |
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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% |