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 | $301,036 | -3.0% | 2,617 | +3.3% | 0.01% | 0.0% |
| Q2 2023 | $310,495 | -1.4% | 2,533 | -0.5% | 0.01% | -11.1% |
| Q1 2023 | $314,842 | -1.3% | 2,545 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $319,031 | +12.3% | 2,550 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $284,000 | -5.3% | 2,550 | +0.9% | 0.01% | 0.0% |
| Q2 2022 | $300,000 | -5.7% | 2,528 | +1.8% | 0.01% | 0.0% |
| Q1 2022 | $318,000 | +2.3% | 2,483 | +3.0% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | +1.3% | 2,410 | -7.7% | 0.01% | -9.1% |
| Q3 2021 | $307,000 | +19.0% | 2,610 | +23.7% | 0.01% | +10.0% |
| Q2 2021 | $258,000 | +3.6% | 2,110 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $249,000 | +11.2% | 2,110 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $224,000 | +15.5% | 2,110 | +0.5% | 0.01% | +10.0% |
| Q3 2020 | $194,000 | -27.3% | 2,100 | -28.2% | 0.01% | -37.5% |
| Q2 2020 | $267,000 | -8.9% | 2,924 | -20.2% | 0.02% | -36.0% |
| Q1 2020 | $293,000 | -35.9% | 3,664 | -13.8% | 0.02% | -26.5% |
| Q4 2019 | $457,000 | +32.8% | 4,249 | +26.7% | 0.03% | +21.4% |
| Q3 2019 | $344,000 | +11.7% | 3,354 | +10.0% | 0.03% | +3.7% |
| Q2 2019 | $308,000 | +1.7% | 3,049 | +0.1% | 0.03% | +3.8% |
| Q1 2019 | $303,000 | +11.4% | 3,047 | +0.1% | 0.03% | +4.0% |
| Q4 2018 | $272,000 | -26.3% | 3,044 | -19.3% | 0.02% | -32.4% |
| Q3 2018 | $369,000 | +5.7% | 3,772 | +0.1% | 0.04% | -5.1% |
| Q2 2018 | $349,000 | +30.2% | 3,768 | +28.3% | 0.04% | +25.8% |
| Q1 2018 | $268,000 | -18.3% | 2,938 | -15.5% | 0.03% | -22.5% |
| Q4 2017 | $328,000 | +56.2% | 3,476 | +50.9% | 0.04% | +42.9% |
| Q3 2017 | $210,000 | -0.5% | 2,303 | -3.2% | 0.03% | -9.7% |
| Q2 2017 | $211,000 | +3.9% | 2,378 | +3.3% | 0.03% | +3.3% |
| Q1 2017 | $203,000 | -14.7% | 2,303 | -18.2% | 0.03% | -14.3% |
| Q3 2016 | $238,000 | +103.4% | 2,817 | +101.4% | 0.04% | +105.9% |
| Q2 2016 | $117,000 | +19.4% | 1,399 | +13.8% | 0.02% | 0.0% |
| Q1 2016 | $98,000 | +36.1% | 1,229 | +25.8% | 0.02% | +21.4% |
| Q4 2015 | $72,000 | +1.4% | 977 | 0.0% | 0.01% | -12.5% |
| Q3 2015 | $71,000 | -4.1% | 977 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $74,000 | -2.6% | 977 | 0.0% | 0.02% | -11.1% |
| Q1 2015 | $76,000 | -1.3% | 977 | 0.0% | 0.02% | -5.3% |
| Q4 2014 | $77,000 | -17.2% | 977 | -21.1% | 0.02% | -36.7% |
| Q3 2014 | $93,000 | -2.1% | 1,238 | 0.0% | 0.03% | -9.1% |
| Q2 2014 | $95,000 | -33.6% | 1,238 | -36.3% | 0.03% | -43.1% |
| Q1 2014 | $143,000 | +70.2% | 1,944 | +69.0% | 0.06% | +87.1% |
| Q4 2013 | $84,000 | +6.3% | 1,150 | 0.0% | 0.03% | -8.8% |
| Q3 2013 | $79,000 | +119.4% | 1,150 | +109.1% | 0.03% | +78.9% |
| Q2 2013 | $36,000 | – | 550 | – | 0.02% | – |
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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% |