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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,998 | +2.3% | 80 | -5.9% | 0.00% | -20.0% |
| Q3 2023 | $9,776 | -33.5% | 85 | -29.2% | 0.01% | -28.6% |
| Q2 2023 | $14,710 | -8.5% | 120 | -7.7% | 0.01% | -22.2% |
| Q1 2023 | $16,082 | +16479.4% | 130 | -83.2% | 0.01% | -85.7% |
| Q4 2022 | $97 | -99.9% | 773 | -27.9% | 0.06% | -26.7% |
| Q3 2022 | $120,000 | +1100.0% | 1,072 | +1257.0% | 0.09% | +1620.0% |
| Q1 2022 | $10,000 | 0.0% | 79 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $10,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 79 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $7,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -36.4% | 79 | -21.0% | 0.01% | -33.3% |
| Q4 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | -47.4% |
| Q4 2018 | $9,000 | -10.0% | 100 | 0.0% | 0.02% | +171.4% |
| Q3 2018 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | +14.3% |
| Q3 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |