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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $364,467 | -6.2% | 3,169 | 0.0% | 0.40% | -5.0% |
| Q2 2023 | $388,456 | -0.9% | 3,169 | 0.0% | 0.42% | -5.2% |
| Q1 2023 | $392,000 | -1.0% | 3,169 | 0.0% | 0.44% | +66.3% |
| Q4 2022 | $396,000 | +12.2% | 3,169 | 0.0% | 0.27% | +0.8% |
| Q3 2022 | $353,000 | -6.1% | 3,169 | 0.0% | 0.26% | -4.0% |
| Q2 2022 | $376,000 | -7.4% | 3,169 | 0.0% | 0.28% | +16.0% |
| Q1 2022 | $406,000 | -0.7% | 3,169 | 0.0% | 0.24% | +6.7% |
| Q4 2021 | $409,000 | +9.7% | 3,169 | 0.0% | 0.22% | +4.2% |
| Q3 2021 | $373,000 | -3.9% | 3,169 | 0.0% | 0.21% | -3.6% |
| Q2 2021 | $388,000 | +3.7% | 3,169 | 0.0% | 0.22% | -3.9% |
| Q1 2021 | $374,000 | -23.5% | 3,169 | -31.4% | 0.23% | -28.3% |
| Q4 2020 | $489,000 | +14.5% | 4,619 | 0.0% | 0.32% | +4.5% |
| Q3 2020 | $427,000 | +1.4% | 4,619 | 0.0% | 0.31% | -3.4% |
| Q2 2020 | $421,000 | +14.1% | 4,619 | 0.0% | 0.32% | +6.0% |
| Q1 2020 | $369,000 | -25.9% | 4,619 | -0.3% | 0.30% | +5.2% |
| Q4 2019 | $498,000 | +4.8% | 4,632 | 0.0% | 0.29% | -17.8% |
| Q3 2019 | $475,000 | +1.7% | 4,632 | 0.0% | 0.35% | +3.3% |
| Q2 2019 | $467,000 | +1.5% | 4,632 | 0.0% | 0.34% | +1.8% |
| Q1 2019 | $460,000 | +10.8% | 4,632 | 0.0% | 0.33% | -0.9% |
| Q4 2018 | $415,000 | -8.6% | 4,632 | 0.0% | 0.33% | +7.4% |
| Q3 2018 | $454,000 | +5.8% | 4,632 | 0.0% | 0.31% | +4.0% |
| Q2 2018 | $429,000 | +39.3% | 4,632 | +32.5% | 0.30% | +61.6% |
| Q1 2018 | $308,000 | -42.8% | 3,496 | -38.6% | 0.18% | -37.3% |
| Q4 2017 | $538,000 | +68.7% | 5,692 | +62.8% | 0.30% | +58.6% |
| Q3 2017 | $319,000 | +2.6% | 3,496 | 0.0% | 0.19% | -2.1% |
| Q2 2017 | $311,000 | -30.4% | 3,496 | -31.0% | 0.19% | -24.9% |
| Q1 2017 | $447,000 | – | 5,066 | – | 0.25% | – |
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% |