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 | $890 | -6.2% | 7,740 | 0.0% | 0.41% | -0.5% |
| Q2 2023 | $949 | -7.5% | 7,740 | -5.6% | 0.42% | -19.9% |
| Q4 2022 | $1,026 | -99.9% | 8,200 | 0.0% | 0.52% | +1.6% |
| Q3 2022 | $914,000 | -6.1% | 8,200 | 0.0% | 0.51% | +7.8% |
| Q2 2022 | $973,000 | -7.4% | 8,200 | 0.0% | 0.47% | +16.2% |
| Q1 2022 | $1,051,000 | -0.8% | 8,200 | 0.0% | 0.41% | +12.4% |
| Q4 2021 | $1,059,000 | +8.5% | 8,200 | -1.2% | 0.36% | 0.0% |
| Q3 2021 | $976,000 | -6.1% | 8,300 | -2.4% | 0.36% | -3.2% |
| Q2 2021 | $1,039,000 | +3.6% | 8,500 | 0.0% | 0.37% | -3.4% |
| Q1 2021 | $1,003,000 | +11.4% | 8,500 | 0.0% | 0.39% | +6.0% |
| Q4 2020 | $900,000 | +14.6% | 8,500 | 0.0% | 0.36% | -0.3% |
| Q3 2020 | $785,000 | +1.3% | 8,500 | 0.0% | 0.37% | -5.2% |
| Q2 2020 | $775,000 | +14.1% | 8,500 | 0.0% | 0.39% | -14.6% |
| Q1 2020 | $679,000 | -36.5% | 8,500 | -14.6% | 0.45% | -9.6% |
| Q4 2019 | $1,070,000 | +4.8% | 9,950 | 0.0% | 0.50% | -5.1% |
| Q3 2019 | $1,021,000 | +27.3% | 9,950 | +25.2% | 0.53% | +24.0% |
| Q2 2019 | $802,000 | +1.5% | 7,950 | 0.0% | 0.42% | +5.7% |
| Q1 2019 | $790,000 | -1.4% | 7,950 | -11.2% | 0.40% | -20.4% |
| Q4 2018 | $801,000 | -8.6% | 8,950 | 0.0% | 0.50% | +23.5% |
| Q3 2018 | $876,000 | +5.5% | 8,950 | 0.0% | 0.41% | +3.3% |
| Q2 2018 | $830,000 | +1.7% | 8,950 | 0.0% | 0.40% | +3.9% |
| Q1 2018 | $816,000 | -19.7% | 8,950 | -16.7% | 0.38% | -18.1% |
| Q4 2017 | $1,016,000 | -6.9% | 10,750 | -10.0% | 0.46% | -9.5% |
| Q3 2017 | $1,091,000 | +2.7% | 11,950 | 0.0% | 0.51% | +1.2% |
| Q2 2017 | $1,062,000 | +0.9% | 11,950 | 0.0% | 0.51% | -9.3% |
| Q1 2017 | $1,053,000 | +3.0% | 11,950 | 0.0% | 0.56% | -0.5% |
| Q4 2016 | $1,022,000 | +1.4% | 11,950 | 0.0% | 0.56% | -1.4% |
| Q3 2016 | $1,008,000 | +0.5% | 11,950 | 0.0% | 0.57% | -2.4% |
| Q2 2016 | $1,003,000 | +34.8% | 11,950 | +28.4% | 0.58% | +30.9% |
| Q1 2016 | $744,000 | +4.6% | 9,310 | -3.6% | 0.45% | +10.6% |
| Q4 2015 | $711,000 | -5.8% | 9,660 | -7.6% | 0.40% | -18.9% |
| Q3 2015 | $755,000 | -7.0% | 10,460 | -1.9% | 0.50% | +14.7% |
| Q2 2015 | $812,000 | -21.8% | 10,660 | -19.8% | 0.43% | -18.6% |
| Q1 2015 | $1,039,000 | -0.8% | 13,285 | 0.0% | 0.53% | -2.7% |
| Q4 2014 | $1,047,000 | -34.2% | 13,285 | -37.4% | 0.55% | -31.6% |
| Q3 2014 | $1,591,000 | -5.1% | 21,235 | -3.0% | 0.80% | -3.4% |
| Q2 2014 | $1,676,000 | +7.8% | 21,885 | +3.5% | 0.83% | -0.5% |
| Q1 2014 | $1,555,000 | -4.5% | 21,135 | -5.8% | 0.83% | -4.8% |
| Q4 2013 | $1,629,000 | – | 22,425 | – | 0.88% | – |
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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% |