SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666,593 | +70290.0% | 5,796 | -25.0% | 0.12% | +36.9% |
| Q2 2023 | $947 | -11.5% | 7,729 | -10.6% | 0.08% | -3.4% |
| Q1 2023 | $1,070 | -100.0% | 8,646 | +4.1% | 0.09% | -4.4% |
| Q4 2022 | $1,039,460,020 | +168097.4% | 8,308 | +49.8% | 0.09% | +51.7% |
| Q3 2022 | $618,000 | +68.9% | 5,547 | +80.6% | 0.06% | +62.2% |
| Q2 2022 | $366,000 | +1.7% | 3,071 | +9.4% | 0.04% | +23.3% |
| Q1 2022 | $360,000 | +26.8% | 2,806 | +27.8% | 0.03% | +25.0% |
| Q4 2021 | $284,000 | +35.9% | 2,195 | +23.9% | 0.02% | +4.3% |
| Q3 2021 | $209,000 | -2.3% | 1,771 | -2.5% | 0.02% | -14.8% |
| Q1 2021 | $214,000 | -46.9% | 1,816 | -57.8% | 0.03% | -55.7% |
| Q3 2020 | $403,000 | -38.4% | 4,306 | -39.9% | 0.06% | -46.0% |
| Q2 2020 | $654,000 | +14.7% | 7,169 | +0.3% | 0.11% | +0.9% |
| Q1 2020 | $570,000 | -25.6% | 7,148 | +0.4% | 0.11% | -15.8% |
| Q4 2019 | $766,000 | +3.7% | 7,122 | -1.1% | 0.13% | -5.7% |
| Q3 2019 | $739,000 | +52.1% | 7,203 | +49.7% | 0.14% | +50.0% |
| Q2 2019 | $486,000 | +10.5% | 4,813 | +8.7% | 0.09% | +2.2% |
| Q1 2019 | $440,000 | +3.5% | 4,427 | -6.7% | 0.09% | -10.7% |
| Q4 2018 | $425,000 | +31.6% | 4,747 | +43.7% | 0.10% | +43.1% |
| Q3 2018 | $323,000 | +7.0% | 3,303 | +1.4% | 0.07% | 0.0% |
| Q2 2018 | $302,000 | -6.5% | 3,256 | -8.1% | 0.07% | -32.7% |
| Q1 2018 | $323,000 | +2.2% | 3,544 | +6.0% | 0.11% | +3.9% |
| Q4 2017 | $316,000 | +4.6% | 3,344 | +1.0% | 0.10% | -14.2% |
| Q3 2017 | $302,000 | -12.0% | 3,311 | -14.1% | 0.12% | -23.6% |
| Q2 2017 | $343,000 | +33.5% | 3,854 | +31.9% | 0.16% | +40.2% |
| Q1 2017 | $257,000 | +19.5% | 2,921 | +16.4% | 0.11% | +13.1% |
| Q4 2016 | $215,000 | – | 2,509 | – | 0.10% | – |
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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% |