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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,455,244 | -5.2% | 30,043 | +1.0% | 0.58% | -0.9% |
| Q2 2023 | $3,645,896 | -1.5% | 29,743 | -0.6% | 0.58% | -6.6% |
| Q1 2023 | $3,702,021 | -2.3% | 29,925 | -1.2% | 0.62% | -4.9% |
| Q4 2022 | $3,790,206 | +10.2% | 30,295 | -1.8% | 0.66% | +0.8% |
| Q3 2022 | $3,438,000 | -5.9% | 30,840 | +0.2% | 0.65% | -0.2% |
| Q2 2022 | $3,652,000 | -9.1% | 30,770 | -1.8% | 0.65% | +4.8% |
| Q1 2022 | $4,016,000 | -2.7% | 31,345 | -1.9% | 0.62% | +1.8% |
| Q4 2021 | $4,126,000 | +9.6% | 31,955 | -0.2% | 0.61% | +0.2% |
| Q3 2021 | $3,764,000 | -4.8% | 32,025 | -1.0% | 0.61% | -6.0% |
| Q2 2021 | $3,954,000 | +2.5% | 32,333 | -1.0% | 0.65% | -2.4% |
| Q1 2021 | $3,856,000 | +6.8% | 32,668 | -4.2% | 0.66% | +2.3% |
| Q4 2020 | $3,612,000 | +12.6% | 34,090 | -1.8% | 0.65% | +2.0% |
| Q3 2020 | $3,208,000 | -5.5% | 34,721 | -6.7% | 0.64% | -10.5% |
| Q2 2020 | $3,394,000 | +16.4% | 37,207 | +2.0% | 0.71% | 0.0% |
| Q1 2020 | $2,915,000 | -26.7% | 36,492 | -1.3% | 0.71% | -8.7% |
| Q4 2019 | $3,977,000 | +8.0% | 36,972 | +3.0% | 0.78% | +5.3% |
| Q3 2019 | $3,683,000 | +6.3% | 35,907 | +4.6% | 0.74% | -5.5% |
| Q2 2019 | $3,464,000 | -2.8% | 34,337 | -4.2% | 0.78% | -3.6% |
| Q1 2019 | $3,562,000 | +13.7% | 35,837 | +2.4% | 0.81% | +2.4% |
| Q4 2018 | $3,134,000 | -9.4% | 35,009 | -0.9% | 0.79% | +7.2% |
| Q3 2018 | $3,461,000 | +2.4% | 35,339 | -3.1% | 0.74% | -4.3% |
| Q2 2018 | $3,381,000 | +1.7% | 36,469 | +0.0% | 0.77% | -0.9% |
| Q1 2018 | $3,324,000 | -5.3% | 36,454 | -1.9% | 0.78% | -1.6% |
| Q4 2017 | $3,509,000 | +1.4% | 37,149 | -1.9% | 0.79% | -3.9% |
| Q3 2017 | $3,459,000 | +1.6% | 37,874 | -1.2% | 0.82% | +1.5% |
| Q2 2017 | $3,406,000 | -1.5% | 38,316 | -2.3% | 0.81% | -3.8% |
| Q1 2017 | $3,458,000 | +0.1% | 39,226 | -2.9% | 0.84% | +1.0% |
| Q4 2016 | $3,456,000 | +0.1% | 40,396 | -1.3% | 0.84% | -0.6% |
| Q3 2016 | $3,454,000 | – | 40,947 | – | 0.84% | – |
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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% |