SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $808,000 | +10.4% | 6,844 | -0.9% | 0.22% | +5.4% |
| Q4 2020 | $732,000 | +14.7% | 6,906 | +0.0% | 0.20% | +3.6% |
| Q3 2020 | $638,000 | -17.5% | 6,903 | -18.6% | 0.20% | -23.6% |
| Q2 2020 | $773,000 | +0.5% | 8,481 | -11.9% | 0.26% | -18.9% |
| Q1 2020 | $769,000 | -27.4% | 9,624 | -2.2% | 0.32% | -12.6% |
| Q4 2019 | $1,059,000 | +11.5% | 9,844 | +6.4% | 0.36% | +3.4% |
| Q3 2019 | $950,000 | +7.2% | 9,256 | +5.4% | 0.35% | +6.7% |
| Q2 2019 | $886,000 | +4.4% | 8,779 | +2.8% | 0.33% | +4.4% |
| Q1 2019 | $849,000 | +10.5% | 8,542 | -0.4% | 0.32% | -0.6% |
| Q4 2018 | $768,000 | -10.4% | 8,575 | -2.1% | 0.32% | +5.0% |
| Q3 2018 | $857,000 | +3.0% | 8,757 | -2.4% | 0.30% | -4.7% |
| Q2 2018 | $832,000 | -10.7% | 8,972 | -14.0% | 0.32% | -15.6% |
| Q1 2018 | $932,000 | +3.0% | 10,436 | +9.0% | 0.38% | +0.8% |
| Q4 2017 | $905,000 | +3.5% | 9,574 | +0.1% | 0.37% | -1.3% |
| Q3 2017 | $874,000 | +5.0% | 9,569 | +2.2% | 0.38% | +2.7% |
| Q2 2017 | $832,000 | +0.8% | 9,364 | +0.6% | 0.37% | +1.1% |
| Q1 2017 | $825,000 | -11.2% | 9,309 | -12.8% | 0.36% | -10.8% |
| Q4 2016 | $929,000 | +32.1% | 10,672 | +27.9% | 0.41% | -26.4% |
| Q3 2016 | $703,000 | – | 8,345 | – | 0.56% | – |
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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% |