SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 753 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $604,532 | +8.0% | 4,832 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $560,000 | +33.0% | 5,026 | +41.7% | 0.00% | +50.0% |
| Q2 2022 | $421,000 | -5.4% | 3,548 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $445,000 | -8.6% | 3,471 | -8.0% | 0.00% | 0.0% |
| Q4 2021 | $487,000 | +55.1% | 3,773 | +41.5% | 0.00% | 0.0% |
| Q3 2021 | $314,000 | -22.5% | 2,667 | -19.4% | 0.00% | 0.0% |
| Q2 2021 | $405,000 | +11.6% | 3,308 | +7.6% | 0.00% | 0.0% |
| Q1 2021 | $363,000 | -27.3% | 3,074 | -34.7% | 0.00% | -33.3% |
| Q4 2020 | $499,000 | +78.9% | 4,709 | +55.9% | 0.00% | +50.0% |
| Q3 2020 | $279,000 | +15.8% | 3,020 | -14.1% | 0.00% | 0.0% |
| Q1 2020 | $241,000 | -23.5% | 3,516 | +20.0% | 0.00% | -33.3% |
| Q4 2019 | $315,000 | +10.5% | 2,929 | +5.2% | 0.00% | 0.0% |
| Q3 2019 | $285,000 | +27.2% | 2,784 | +25.3% | 0.00% | +50.0% |
| Q2 2019 | $224,000 | – | 2,221 | – | 0.00% | – |
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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% |