SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $9,450,000 | -33.0% | 118,333 | -15.6% | 0.44% | -15.8% |
| Q4 2019 | $14,095,000 | +17.9% | 140,162 | +20.3% | 0.52% | +10.1% |
| Q3 2019 | $11,956,000 | +3.9% | 116,525 | +2.1% | 0.48% | +0.8% |
| Q2 2019 | $11,509,000 | +29.9% | 114,093 | +17.4% | 0.47% | +14.6% |
| Q1 2018 | $8,861,000 | -18.2% | 97,162 | -15.3% | 0.41% | -14.9% |
| Q4 2017 | $10,833,000 | +1.7% | 114,663 | -1.7% | 0.48% | -5.8% |
| Q3 2017 | $10,651,000 | -2.5% | 116,626 | -5.1% | 0.51% | -4.6% |
| Q2 2017 | $10,922,000 | +4.0% | 122,870 | +3.1% | 0.54% | -31.9% |
| Q1 2017 | $10,505,000 | +105.3% | 119,185 | +99.2% | 0.79% | +95.1% |
| Q4 2016 | $5,118,000 | +3.3% | 59,822 | +1.9% | 0.41% | +1.8% |
| Q3 2016 | $4,953,000 | +51.8% | 58,717 | +51.0% | 0.40% | +50.6% |
| Q2 2016 | $3,263,000 | +462.6% | 38,879 | +435.5% | 0.26% | +440.8% |
| Q1 2016 | $580,000 | +24.5% | 7,260 | +14.5% | 0.05% | +22.5% |
| Q4 2015 | $466,000 | +0.4% | 6,340 | -1.4% | 0.04% | -7.0% |
| Q3 2015 | $464,000 | -18.7% | 6,430 | -14.2% | 0.04% | +26.5% |
| Q2 2015 | $571,000 | +12.4% | 7,495 | +15.3% | 0.03% | +3.0% |
| Q1 2015 | $508,000 | +8.3% | 6,499 | +9.2% | 0.03% | +6.5% |
| Q4 2014 | $469,000 | – | 5,949 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |