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 | $1,081,094 | -1.5% | 9,400 | +5.0% | 0.03% | 0.0% |
| Q2 2023 | $1,097,670 | -5.1% | 8,955 | -4.3% | 0.03% | -12.1% |
| Q1 2023 | $1,157,212 | +99146.3% | 9,354 | +0.4% | 0.03% | -2.9% |
| Q4 2022 | $1,166 | -99.9% | 9,319 | +1.8% | 0.03% | +6.2% |
| Q3 2022 | $1,021,000 | -5.6% | 9,156 | +0.4% | 0.03% | +6.7% |
| Q2 2022 | $1,082,000 | -7.0% | 9,118 | +0.4% | 0.03% | +7.1% |
| Q1 2022 | $1,163,000 | -0.4% | 9,081 | +0.4% | 0.03% | 0.0% |
| Q4 2021 | $1,168,000 | +6.1% | 9,045 | -3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,101,000 | -15.9% | 9,363 | -12.5% | 0.03% | -17.6% |
| Q2 2021 | $1,309,000 | +4.0% | 10,702 | +0.3% | 0.03% | -2.9% |
| Q1 2021 | $1,259,000 | +11.9% | 10,665 | +0.4% | 0.04% | -2.8% |
| Q4 2020 | $1,125,000 | +14.7% | 10,624 | +0.0% | 0.04% | -7.7% |
| Q3 2020 | $981,000 | -0.2% | 10,619 | -1.4% | 0.04% | -4.9% |
| Q2 2020 | $983,000 | +12.2% | 10,775 | -1.8% | 0.04% | 0.0% |
| Q1 2020 | $876,000 | -24.8% | 10,971 | +1.3% | 0.04% | -4.7% |
| Q4 2019 | $1,165,000 | +6.8% | 10,830 | +1.8% | 0.04% | -10.4% |
| Q3 2019 | $1,091,000 | +30.5% | 10,638 | +28.3% | 0.05% | +29.7% |
| Q2 2019 | $836,000 | +1.1% | 8,291 | -0.3% | 0.04% | -2.6% |
| Q1 2019 | $827,000 | +11.5% | 8,314 | +0.4% | 0.04% | +5.6% |
| Q4 2018 | $742,000 | -6.9% | 8,284 | +1.7% | 0.04% | +16.1% |
| Q3 2018 | $797,000 | +11.3% | 8,143 | +5.5% | 0.03% | 0.0% |
| Q2 2018 | $716,000 | -4.4% | 7,720 | -6.0% | 0.03% | -8.8% |
| Q1 2018 | $749,000 | -2.9% | 8,213 | +0.6% | 0.03% | -17.1% |
| Q4 2017 | $771,000 | +7.5% | 8,160 | +4.0% | 0.04% | -2.4% |
| Q3 2017 | $717,000 | +4.5% | 7,847 | +1.7% | 0.04% | -4.5% |
| Q2 2017 | $686,000 | -5.4% | 7,717 | -6.1% | 0.04% | -10.2% |
| Q1 2017 | $725,000 | +6.5% | 8,215 | +3.3% | 0.05% | -2.0% |
| Q4 2016 | $681,000 | +233.8% | 7,952 | +229.0% | 0.05% | +138.1% |
| Q3 2016 | $204,000 | -6.0% | 2,417 | -10.9% | 0.02% | -22.2% |
| Q1 2016 | $217,000 | – | 2,714 | – | 0.03% | – |
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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% |