SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122 | +41.9% | 1,069 | +51.0% | 0.00% | – |
| Q2 2023 | $86 | -100.0% | 708 | -66.1% | 0.00% | – |
| Q4 2021 | $269,000 | +249.4% | 2,090 | +185.5% | 0.00% | – |
| Q4 2020 | $77,000 | +165.5% | 732 | +97.3% | 0.00% | – |
| Q1 2020 | $29,000 | +16.0% | 371 | +53.9% | 0.00% | – |
| Q4 2019 | $25,000 | -32.4% | 241 | -34.7% | 0.00% | – |
| Q3 2019 | $37,000 | -95.4% | 369 | -95.5% | 0.00% | -100.0% |
| Q1 2019 | $813,000 | +6675.0% | 8,180 | +6050.4% | 0.00% | – |
| Q2 2018 | $12,000 | -83.6% | 133 | -83.4% | 0.00% | -100.0% |
| Q1 2018 | $73,000 | -75.4% | 803 | -75.3% | 0.00% | -75.0% |
| Q3 2017 | $297,000 | +560.0% | 3,256 | +432.0% | 0.01% | +200.0% |
| Q4 2015 | $45,000 | -87.3% | 612 | -87.6% | 0.00% | -84.6% |
| Q3 2015 | $355,000 | – | 4,922 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |