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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $18,889,000 | +5.3% | 175,630 | +0.4% | 5.99% | +1.9% |
| Q3 2019 | $17,934,000 | +5.6% | 174,851 | +3.9% | 5.87% | +17.9% |
| Q2 2019 | $16,982,000 | -58.6% | 168,221 | -59.2% | 4.98% | +27.0% |
| Q1 2019 | $40,971,000 | +42.3% | 412,096 | +28.1% | 3.92% | +30.5% |
| Q4 2018 | $28,789,000 | -45.5% | 321,736 | -47.9% | 3.01% | -55.4% |
| Q4 2016 | $52,815,000 | – | 617,715 | – | 6.74% | – |
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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% |