SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130,088 | -6.2% | 9,826 | 0.0% | 0.14% | -2.1% |
| Q2 2023 | $1,204,471 | -1.6% | 9,826 | -0.6% | 0.14% | -6.7% |
| Q1 2023 | $1,223,492 | -10.0% | 9,890 | -9.0% | 0.15% | -3.8% |
| Q4 2022 | $1,359,320 | +23.4% | 10,865 | +9.9% | 0.16% | +3.3% |
| Q3 2022 | $1,102,000 | -6.1% | 9,884 | 0.0% | 0.15% | 0.0% |
| Q2 2022 | $1,173,000 | -7.5% | 9,884 | -0.1% | 0.15% | +4.1% |
| Q1 2022 | $1,268,000 | -0.8% | 9,894 | 0.0% | 0.14% | +1.4% |
| Q4 2021 | $1,278,000 | -5.1% | 9,894 | -13.6% | 0.14% | -12.8% |
| Q3 2021 | $1,347,000 | -3.9% | 11,455 | 0.0% | 0.16% | -0.6% |
| Q2 2021 | $1,401,000 | +3.6% | 11,455 | 0.0% | 0.16% | -5.2% |
| Q1 2021 | $1,352,000 | +10.6% | 11,455 | -0.7% | 0.17% | +4.8% |
| Q4 2020 | $1,222,000 | +10.9% | 11,538 | -3.3% | 0.17% | 0.0% |
| Q3 2020 | $1,102,000 | -5.1% | 11,928 | -6.3% | 0.17% | -10.3% |
| Q2 2020 | $1,161,000 | +14.2% | 12,728 | -0.0% | 0.18% | 0.0% |
| Q1 2020 | $1,017,000 | -30.5% | 12,730 | -6.4% | 0.18% | -13.6% |
| Q4 2019 | $1,463,000 | -0.3% | 13,604 | -4.9% | 0.21% | -4.5% |
| Q3 2019 | $1,467,000 | -0.1% | 14,298 | -1.8% | 0.22% | -1.8% |
| Q2 2019 | $1,468,000 | +1.5% | 14,553 | 0.0% | 0.23% | -0.4% |
| Q1 2019 | $1,447,000 | +4.6% | 14,553 | -5.8% | 0.23% | +12.8% |
| Q4 2018 | $1,384,000 | -8.6% | 15,457 | -0.1% | 0.20% | +1.5% |
| Q3 2018 | $1,515,000 | +4.4% | 15,470 | -1.2% | 0.20% | -4.8% |
| Q2 2018 | $1,451,000 | +1.7% | 15,657 | +0.0% | 0.21% | -2.8% |
| Q1 2018 | $1,427,000 | -99.9% | 15,652 | -0.5% | 0.22% | -8.1% |
| Q4 2017 | $1,486,000,000 | – | 15,728 | – | 0.24% | – |
Download | ||||||
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% |