SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,000 | -8.3% | 103 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -7.7% | 102 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +18.2% | 101 | +1.0% | 0.00% | +33.3% |
| Q3 2021 | $11,000 | -8.3% | 100 | +1.0% | 0.00% | -25.0% |
| Q2 2021 | $12,000 | +9.1% | 99 | 0.0% | 0.00% | +33.3% |
| Q1 2021 | $11,000 | -68.6% | 99 | -70.4% | 0.00% | -72.7% |
| Q4 2020 | $35,000 | +16.7% | 335 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $30,000 | 0.0% | 332 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +15.4% | 330 | +0.9% | 0.01% | +10.0% |
| Q1 2020 | $26,000 | -36.6% | 327 | -15.1% | 0.01% | -28.6% |
| Q4 2019 | $41,000 | +5.1% | 385 | +0.8% | 0.01% | 0.0% |
| Q3 2019 | $39,000 | +2.6% | 382 | +0.8% | 0.01% | 0.0% |
| Q2 2019 | $38,000 | +2.7% | 379 | +0.5% | 0.01% | +7.7% |
| Q1 2019 | $37,000 | +8.8% | 377 | -3.8% | 0.01% | -7.1% |
| Q4 2018 | $34,000 | -10.5% | 392 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $38,000 | +35.7% | 392 | +26.5% | 0.02% | +36.4% |
| Q2 2018 | $28,000 | 0.0% | 310 | +0.6% | 0.01% | -8.3% |
| Q1 2018 | $28,000 | -3.4% | 308 | +0.3% | 0.01% | -7.7% |
| Q4 2017 | $29,000 | +16.0% | 307 | -18.1% | 0.01% | -64.9% |
| Q2 2013 | $25,000 | – | 375 | – | 0.04% | – |
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% |