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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,617,000 | +12.1% | 15,259 | -2.2% | 0.00% | 0.0% |
| Q3 2020 | $1,442,000 | -57.5% | 15,603 | -58.1% | 0.00% | -63.6% |
| Q2 2020 | $3,396,000 | +17.3% | 37,243 | +2.8% | 0.01% | -8.3% |
| Q1 2020 | $2,895,000 | -21.4% | 36,243 | +5.8% | 0.01% | 0.0% |
| Q4 2019 | $3,684,000 | +4.8% | 34,243 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $3,514,000 | +3.7% | 34,243 | +2.0% | 0.01% | 0.0% |
| Q2 2019 | $3,388,000 | -1.4% | 33,584 | -2.8% | 0.01% | 0.0% |
| Q1 2019 | $3,437,000 | -20.1% | 34,568 | -28.0% | 0.01% | -31.6% |
| Q4 2018 | $4,300,000 | +11.6% | 48,033 | +22.0% | 0.02% | +26.7% |
| Q3 2018 | $3,854,000 | -19.3% | 39,361 | -23.6% | 0.02% | -28.6% |
| Q2 2018 | $4,777,000 | -12.7% | 51,527 | -14.2% | 0.02% | -19.2% |
| Q1 2018 | $5,474,000 | -14.7% | 60,021 | -11.7% | 0.03% | -16.1% |
| Q4 2017 | $6,421,000 | -6.5% | 67,960 | -9.7% | 0.03% | -6.1% |
| Q3 2017 | $6,871,000 | +2.8% | 75,230 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $6,687,000 | +5.8% | 75,230 | +4.9% | 0.03% | 0.0% |
| Q1 2017 | $6,319,000 | +66.1% | 71,694 | +61.3% | 0.03% | +57.1% |
| Q4 2016 | $3,804,000 | – | 44,455 | – | 0.02% | – |
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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% |