SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $155,820,000 | +2641.4% | 1,470,969 | +2216.8% | 0.83% | +1564.0% |
| Q4 2018 | $5,684,000 | +263.2% | 63,492 | +297.3% | 0.05% | +316.7% |
| Q3 2018 | $1,565,000 | +141.9% | 15,982 | +129.0% | 0.01% | +100.0% |
| Q2 2018 | $647,000 | -89.2% | 6,979 | -89.4% | 0.01% | -87.5% |
| Q1 2018 | $5,993,000 | +394.9% | 65,714 | +412.5% | 0.05% | +336.4% |
| Q4 2017 | $1,211,000 | -76.4% | 12,821 | -77.2% | 0.01% | -75.6% |
| Q3 2017 | $5,132,000 | +2901.2% | 56,188 | +2821.9% | 0.04% | +2150.0% |
| Q2 2017 | $171,000 | -77.8% | 1,923 | -78.0% | 0.00% | -71.4% |
| Q1 2017 | $770,000 | -30.6% | 8,737 | -32.6% | 0.01% | -22.2% |
| Q4 2016 | $1,109,000 | -48.6% | 12,961 | -49.3% | 0.01% | -60.9% |
| Q3 2016 | $2,158,000 | -18.5% | 25,580 | -18.9% | 0.02% | +21.1% |
| Q2 2016 | $2,647,000 | -10.5% | 31,538 | -14.7% | 0.02% | -9.5% |
| Q1 2016 | $2,956,000 | +247.4% | 36,984 | +219.7% | 0.02% | +250.0% |
| Q4 2015 | $851,000 | -44.3% | 11,569 | -45.3% | 0.01% | -33.3% |
| Q3 2015 | $1,527,000 | +33.6% | 21,163 | +41.2% | 0.01% | +12.5% |
| Q2 2015 | $1,143,000 | -82.3% | 14,993 | -81.9% | 0.01% | -78.9% |
| Q1 2015 | $6,467,000 | +54.6% | 82,693 | +55.8% | 0.04% | +81.0% |
| Q4 2014 | $4,184,000 | -62.5% | 53,093 | -64.9% | 0.02% | -56.2% |
| Q1 2014 | $11,144,000 | +156.5% | 151,456 | +153.2% | 0.05% | +166.7% |
| Q4 2013 | $4,344,000 | -21.5% | 59,815 | -25.5% | 0.02% | -21.7% |
| Q3 2013 | $5,536,000 | – | 80,299 | – | 0.02% | – |
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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% |