SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312,538 | -27.8% | 2,717 | -23.0% | 0.01% | -25.0% |
| Q2 2023 | $432,766 | +55.3% | 3,530 | +56.7% | 0.01% | +33.3% |
| Q1 2023 | $278,719 | +1.7% | 2,253 | +2.9% | 0.01% | 0.0% |
| Q4 2022 | $273,991 | +12.3% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $244,000 | -6.2% | 2,190 | 0.0% | 0.01% | +20.0% |
| Q2 2022 | $260,000 | -7.5% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $281,000 | -0.7% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $283,000 | +10.1% | 2,190 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $257,000 | -65.6% | 2,190 | -68.5% | 0.01% | -75.0% |
| Q4 2019 | $747,000 | +7.9% | 6,943 | +3.0% | 0.02% | 0.0% |
| Q3 2019 | $692,000 | +1.8% | 6,743 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $680,000 | +40.2% | 6,743 | +38.3% | 0.02% | +31.2% |
| Q1 2019 | $485,000 | +17.4% | 4,874 | +5.5% | 0.02% | 0.0% |
| Q4 2018 | $413,000 | -8.6% | 4,618 | 0.0% | 0.02% | +14.3% |
| Q3 2018 | $452,000 | +5.6% | 4,618 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $428,000 | +1.7% | 4,618 | 0.0% | 0.02% | -6.2% |
| Q1 2018 | $421,000 | -17.8% | 4,618 | -14.8% | 0.02% | -15.8% |
| Q4 2017 | $512,000 | +3.4% | 5,418 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $495,000 | +2.9% | 5,418 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $481,000 | +0.6% | 5,418 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $478,000 | -50.3% | 5,418 | -51.8% | 0.02% | -52.5% |
| Q4 2016 | $961,000 | +1.6% | 11,240 | +0.2% | 0.04% | +2.6% |
| Q3 2016 | $946,000 | +181.5% | 11,222 | +180.6% | 0.04% | +160.0% |
| Q2 2016 | $336,000 | -12.5% | 4,000 | -16.7% | 0.02% | -11.8% |
| Q1 2016 | $384,000 | -0.8% | 4,800 | -8.8% | 0.02% | -5.6% |
| Q4 2015 | $387,000 | +11.5% | 5,265 | +9.7% | 0.02% | +5.9% |
| Q3 2015 | $347,000 | -28.7% | 4,800 | -25.0% | 0.02% | -22.7% |
| Q2 2015 | $487,000 | +29.9% | 6,397 | +33.3% | 0.02% | +29.4% |
| Q1 2015 | $375,000 | +4.7% | 4,800 | 0.0% | 0.02% | -5.6% |
| Q3 2014 | $358,000 | -2.7% | 4,800 | 0.0% | 0.02% | -5.3% |
| Q2 2014 | $368,000 | +4.0% | 4,800 | 0.0% | 0.02% | -5.0% |
| Q1 2014 | $354,000 | +1.4% | 4,800 | 0.0% | 0.02% | +5.3% |
| Q4 2013 | $349,000 | +5.4% | 4,800 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $331,000 | +4.1% | 4,800 | 0.0% | 0.02% | +5.6% |
| Q2 2013 | $318,000 | – | 4,800 | – | 0.02% | – |
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% |