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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $283,000 | +3.7% | 2,313 | 0.0% | 0.19% | -12.7% |
| Q1 2021 | $273,000 | +11.4% | 2,313 | 0.0% | 0.21% | +4.4% |
| Q4 2020 | $245,000 | +14.5% | 2,313 | 0.0% | 0.20% | -1.4% |
| Q3 2020 | $214,000 | -80.6% | 2,313 | -81.3% | 0.21% | -79.6% |
| Q4 2018 | $1,105,000 | +212.1% | 12,340 | +223.0% | 1.01% | +132.6% |
| Q2 2018 | $354,000 | +1.7% | 3,820 | +0.1% | 0.44% | +16.0% |
| Q1 2018 | $348,000 | +4.2% | 3,817 | +8.0% | 0.38% | +4.4% |
| Q4 2017 | $334,000 | +3.7% | 3,535 | +0.1% | 0.36% | +6.2% |
| Q3 2017 | $322,000 | – | 3,530 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |