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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,292 | -1.0% | 1,748 | +0.1% | 0.01% | -14.3% |
| Q4 2022 | $218,516 | +7.1% | 1,747 | +1.6% | 0.01% | 0.0% |
| Q2 2022 | $204,000 | -7.3% | 1,719 | +0.1% | 0.01% | +7.7% |
| Q1 2022 | $220,000 | -0.9% | 1,718 | +0.1% | 0.01% | -7.1% |
| Q4 2021 | $222,000 | +9.9% | 1,716 | +0.1% | 0.01% | -6.7% |
| Q3 2021 | $202,000 | -3.3% | 1,714 | +0.1% | 0.02% | -6.2% |
| Q2 2021 | $209,000 | +3.5% | 1,713 | +0.1% | 0.02% | -5.9% |
| Q1 2021 | $202,000 | -22.3% | 1,711 | -39.9% | 0.02% | -51.4% |
| Q2 2020 | $260,000 | -10.0% | 2,847 | -21.3% | 0.04% | -23.9% |
| Q1 2020 | $289,000 | -36.5% | 3,617 | -14.5% | 0.05% | -29.2% |
| Q4 2019 | $455,000 | +10.4% | 4,231 | +5.5% | 0.06% | -4.4% |
| Q3 2019 | $412,000 | -20.2% | 4,011 | -21.6% | 0.07% | -44.3% |
| Q2 2019 | $516,000 | +4.9% | 5,117 | +3.4% | 0.12% | +11.9% |
| Q1 2019 | $492,000 | +85.7% | 4,951 | +67.3% | 0.11% | +17.2% |
| Q4 2018 | $265,000 | -9.2% | 2,960 | -0.6% | 0.09% | +2.2% |
| Q3 2018 | $292,000 | +5.8% | 2,979 | -0.1% | 0.09% | +4.6% |
| Q2 2018 | $276,000 | +0.4% | 2,983 | -1.2% | 0.09% | -5.4% |
| Q1 2018 | $275,000 | -13.5% | 3,019 | -10.1% | 0.09% | +8.2% |
| Q4 2017 | $318,000 | -9.1% | 3,360 | -12.3% | 0.08% | -36.1% |
| Q3 2017 | $350,000 | -32.6% | 3,830 | -34.4% | 0.13% | -38.4% |
| Q2 2017 | $519,000 | -22.0% | 5,839 | -22.6% | 0.22% | -15.3% |
| Q1 2017 | $665,000 | -63.9% | 7,542 | -64.9% | 0.26% | -68.2% |
| Q4 2016 | $1,840,000 | -4.1% | 21,504 | -5.5% | 0.80% | +3.1% |
| Q3 2016 | $1,919,000 | -16.8% | 22,752 | -17.2% | 0.78% | -7.3% |
| Q2 2016 | $2,306,000 | -92.4% | 27,479 | -92.8% | 0.84% | -94.9% |
| Q1 2016 | $30,383,000 | -31.6% | 380,125 | -37.1% | 16.30% | -24.8% |
| Q4 2015 | $44,431,000 | +3.8% | 603,928 | +1.8% | 21.69% | -19.0% |
| Q3 2015 | $42,818,000 | -3.7% | 593,369 | +1.7% | 26.76% | +44.3% |
| Q2 2015 | $44,454,000 | -8.3% | 583,313 | -5.9% | 18.54% | -9.7% |
| Q1 2015 | $48,487,000 | -20.4% | 620,034 | -19.8% | 20.52% | -18.2% |
| Q4 2014 | $60,950,000 | +30.9% | 773,480 | +24.5% | 25.10% | +37.7% |
| Q3 2014 | $46,557,000 | +3.1% | 621,263 | +5.4% | 18.22% | +9.6% |
| Q2 2014 | $45,138,000 | +15.9% | 589,345 | +11.2% | 16.63% | -24.6% |
| Q1 2014 | $38,957,000 | +27.0% | 530,172 | +25.0% | 22.07% | -21.8% |
| Q4 2013 | $30,675,000 | – | 424,041 | – | 28.24% | – |
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% |