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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $521,000 | +0.6% | 4,009 | +0.0% | 0.06% | +4.8% |
| Q4 2021 | $518,000 | +27.0% | 4,008 | +15.6% | 0.06% | +19.2% |
| Q3 2021 | $408,000 | -2.9% | 3,467 | +0.9% | 0.05% | -3.7% |
| Q2 2021 | $420,000 | +4.0% | 3,437 | +0.5% | 0.05% | -1.8% |
| Q1 2021 | $404,000 | -4.7% | 3,421 | -14.5% | 0.06% | -8.3% |
| Q4 2020 | $424,000 | +35.9% | 4,003 | +18.5% | 0.06% | +27.7% |
| Q3 2020 | $312,000 | +26.8% | 3,378 | +25.5% | 0.05% | +20.5% |
| Q2 2020 | $246,000 | +14.4% | 2,692 | 0.0% | 0.04% | -2.5% |
| Q1 2020 | $215,000 | -25.9% | 2,692 | 0.0% | 0.04% | -11.1% |
| Q4 2019 | $290,000 | -27.7% | 2,692 | -31.2% | 0.04% | -32.8% |
| Q3 2019 | $401,000 | +1.5% | 3,912 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $395,000 | +1.5% | 3,912 | 0.0% | 0.07% | -5.5% |
| Q1 2019 | $389,000 | +11.1% | 3,912 | 0.0% | 0.07% | -1.4% |
| Q4 2018 | $350,000 | -8.6% | 3,912 | 0.0% | 0.07% | -5.1% |
| Q3 2018 | $383,000 | +5.5% | 3,912 | 0.0% | 0.08% | -2.5% |
| Q2 2018 | $363,000 | +1.7% | 3,912 | 0.0% | 0.08% | -3.6% |
| Q1 2018 | $357,000 | -3.3% | 3,912 | +0.1% | 0.08% | -19.4% |
| Q4 2017 | $369,000 | +3.4% | 3,907 | 0.0% | 0.10% | -6.4% |
| Q3 2017 | $357,000 | – | 3,907 | – | 0.11% | – |
Download | ||||||
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% |