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 | $315,587 | -42.6% | 2,744 | -38.8% | 0.01% | -42.9% |
| Q2 2023 | $549,410 | +1.8% | 4,482 | +2.8% | 0.01% | -6.7% |
| Q1 2023 | $539,668 | -0.9% | 4,362 | +0.2% | 0.02% | -11.8% |
| Q4 2022 | $544,489 | +11.6% | 4,352 | -0.5% | 0.02% | +13.3% |
| Q3 2022 | $488,000 | -11.4% | 4,375 | -5.7% | 0.02% | -6.2% |
| Q2 2022 | $551,000 | +0.9% | 4,639 | +8.9% | 0.02% | +14.3% |
| Q1 2022 | $546,000 | +15.7% | 4,258 | +16.6% | 0.01% | +16.7% |
| Q4 2021 | $472,000 | +113.6% | 3,653 | +94.5% | 0.01% | +100.0% |
| Q3 2021 | $221,000 | +0.9% | 1,878 | +4.7% | 0.01% | 0.0% |
| Q2 2021 | $219,000 | -28.7% | 1,793 | -31.0% | 0.01% | -40.0% |
| Q1 2021 | $307,000 | +38.3% | 2,598 | +8.2% | 0.01% | +11.1% |
| Q4 2020 | $222,000 | 0.0% | 2,401 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $222,000 | +37.9% | 2,401 | +35.8% | 0.01% | +28.6% |
| Q2 2020 | $161,000 | +22.9% | 1,768 | +7.4% | 0.01% | 0.0% |
| Q1 2020 | $131,000 | -25.6% | 1,646 | +0.8% | 0.01% | -12.5% |
| Q4 2019 | $176,000 | +6.0% | 1,633 | +0.7% | 0.01% | 0.0% |
| Q3 2019 | $166,000 | -21.3% | 1,622 | -22.3% | 0.01% | -27.3% |
| Q2 2019 | $211,000 | +3416.7% | 2,088 | +3380.0% | 0.01% | – |
| Q1 2019 | $6,000 | -96.2% | 60 | -96.6% | 0.00% | -100.0% |
| Q4 2018 | $156,000 | -23.2% | 1,745 | -16.0% | 0.01% | -10.0% |
| Q3 2018 | $203,000 | -6.9% | 2,077 | -11.9% | 0.01% | -16.7% |
| Q2 2018 | $218,000 | +122.4% | 2,357 | +119.5% | 0.01% | +140.0% |
| Q1 2018 | $98,000 | +164.9% | 1,074 | +174.0% | 0.01% | +150.0% |
| Q4 2017 | $37,000 | -53.2% | 392 | -56.1% | 0.00% | -66.7% |
| Q2 2017 | $79,000 | +27.4% | 893 | +26.0% | 0.01% | +20.0% |
| Q1 2017 | $62,000 | -59.7% | 709 | -60.7% | 0.01% | -61.5% |
| Q4 2016 | $154,000 | +9.2% | 1,803 | +8.0% | 0.01% | -7.1% |
| Q3 2016 | $141,000 | +14.6% | 1,669 | +13.9% | 0.01% | +7.7% |
| Q2 2016 | $123,000 | -19.6% | 1,465 | -23.7% | 0.01% | -31.6% |
| Q1 2016 | $153,000 | -3.8% | 1,919 | -11.0% | 0.02% | -9.5% |
| Q4 2015 | $159,000 | +3.9% | 2,155 | +1.6% | 0.02% | -4.5% |
| Q3 2015 | $153,000 | -19.0% | 2,122 | -14.4% | 0.02% | -15.4% |
| Q2 2015 | $189,000 | +320.0% | 2,479 | +328.9% | 0.03% | +271.4% |
| Q1 2015 | $45,000 | +55.2% | 578 | +57.1% | 0.01% | +40.0% |
| Q4 2014 | $29,000 | +3.6% | 368 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $28,000 | +12.0% | 368 | +10.8% | 0.01% | 0.0% |
| Q2 2014 | $25,000 | +4.2% | 332 | +0.6% | 0.01% | -16.7% |
| Q1 2014 | $24,000 | 0.0% | 330 | +0.6% | 0.01% | 0.0% |
| Q4 2013 | $24,000 | +9.1% | 328 | +2.2% | 0.01% | -14.3% |
| Q3 2013 | $22,000 | -56.9% | 321 | -58.6% | 0.01% | -63.2% |
| Q2 2013 | $51,000 | – | 776 | – | 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% |