SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 757 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 | ||||
---|---|---|---|---|---|---|
Q1 2020 | $27,039,000 | -23.8% | 338,583 | +2.6% | 12.34% | +6.6% |
Q4 2019 | $35,502,000 | +1.8% | 330,036 | -2.9% | 11.58% | -3.0% |
Q3 2019 | $34,863,000 | -0.7% | 339,795 | -2.4% | 11.94% | -3.7% |
Q2 2019 | $35,105,000 | +1.5% | 347,992 | +0.0% | 12.40% | +0.3% |
Q1 2019 | $34,588,000 | +11.9% | 347,930 | +0.8% | 12.36% | -0.6% |
Q4 2018 | $30,898,000 | -10.3% | 345,146 | -1.8% | 12.43% | +1.4% |
Q3 2018 | $34,430,000 | +6.0% | 351,576 | +0.3% | 12.26% | +1.2% |
Q2 2018 | $32,488,000 | +2.2% | 350,464 | +0.5% | 12.11% | +0.0% |
Q1 2018 | $31,799,000 | -5.6% | 348,672 | -2.2% | 12.11% | +0.2% |
Q4 2017 | $33,678,000 | +5.1% | 356,454 | +1.6% | 12.09% | +1.5% |
Q3 2017 | $32,030,000 | +6.4% | 350,707 | +3.5% | 11.92% | -6.7% |
Q2 2017 | $30,116,000 | +2.9% | 338,805 | +2.0% | 12.78% | +9.3% |
Q1 2017 | $29,263,000 | +5.2% | 332,007 | +2.2% | 11.69% | -2.9% |
Q4 2016 | $27,806,000 | +2.3% | 324,989 | +0.8% | 12.04% | -0.4% |
Q3 2016 | $27,193,000 | -1.0% | 322,345 | -1.5% | 12.08% | -2.1% |
Q2 2016 | $27,454,000 | +7.7% | 327,150 | +2.6% | 12.34% | +3.2% |
Q1 2016 | $25,487,000 | +14.9% | 318,871 | +5.7% | 11.95% | +4.3% |
Q4 2015 | $22,187,000 | +4.6% | 301,571 | +2.6% | 11.47% | +0.8% |
Q3 2015 | $21,210,000 | -5.5% | 293,936 | -0.2% | 11.37% | +1.2% |
Q2 2015 | $22,454,000 | -1.0% | 294,631 | +1.6% | 11.24% | +0.7% |
Q1 2015 | $22,671,000 | +2.8% | 289,909 | +3.6% | 11.16% | -1.3% |
Q4 2014 | $22,059,000 | +8.9% | 279,931 | +3.5% | 11.31% | +4.1% |
Q3 2014 | $20,264,000 | +0.8% | 270,404 | +3.1% | 10.86% | +4.5% |
Q2 2014 | $20,097,000 | +8.6% | 262,399 | +4.3% | 10.40% | +3.3% |
Q1 2014 | $18,513,000 | +6.4% | 251,605 | +5.0% | 10.07% | +1.6% |
Q4 2013 | $17,394,000 | +9.9% | 239,515 | +4.3% | 9.91% | +2.8% |
Q3 2013 | $15,832,000 | +9.1% | 229,653 | +5.6% | 9.64% | +8.1% |
Q2 2013 | $14,506,000 | – | 217,453 | – | 8.92% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |