SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 650 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $453,335 | +1166.8% | 3,565 | +1205.9% | 0.04% | +900.0% |
| Q1 2024 | $35,786 | -92.0% | 273 | -92.3% | 0.00% | -90.9% |
| Q4 2023 | $445,042 | +1338.2% | 3,561 | +1223.8% | 0.04% | +1000.0% |
| Q3 2023 | $30,944 | -5.5% | 269 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $32,762 | -92.3% | 267 | -92.2% | 0.00% | -93.0% |
| Q1 2023 | $425,498 | +12.6% | 3,439 | +13.8% | 0.06% | +21.3% |
| Q4 2022 | $377,958 | +12.5% | 3,021 | +0.1% | 0.05% | -11.3% |
| Q3 2022 | $336,000 | +33.3% | 3,017 | +53.1% | 0.05% | +71.0% |
| Q1 2022 | $252,000 | +66.9% | 1,970 | +68.4% | 0.03% | +72.2% |
| Q4 2021 | $151,000 | +9.4% | 1,170 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $138,000 | 0.0% | 1,170 | 0.0% | 0.02% | -32.0% |
| Q1 2021 | $138,000 | 0.0% | 1,170 | -10.1% | 0.02% | -10.7% |
| Q4 2020 | $138,000 | +3.0% | 1,301 | -10.5% | 0.03% | -9.7% |
| Q3 2020 | $134,000 | -2.9% | 1,453 | -4.6% | 0.03% | -8.8% |
| Q2 2020 | $138,000 | -18.8% | 1,523 | -28.8% | 0.03% | -26.1% |
| Q1 2020 | $170,000 | +68.3% | 2,140 | +128.6% | 0.05% | +84.0% |
| Q4 2019 | $101,000 | -51.9% | 936 | -54.1% | 0.02% | -51.9% |
| Q3 2019 | $210,000 | +740.0% | 2,040 | +712.7% | 0.05% | +642.9% |
| Q2 2019 | $25,000 | +31.6% | 251 | +28.1% | 0.01% | +40.0% |
| Q1 2019 | $19,000 | +216.7% | 196 | +180.0% | 0.01% | +150.0% |
| Q4 2018 | $6,000 | -92.4% | 70 | -91.3% | 0.00% | -94.3% |
| Q3 2018 | $79,000 | -18.6% | 805 | -23.1% | 0.04% | -22.2% |
| Q2 2018 | $97,000 | -74.3% | 1,047 | -74.8% | 0.04% | -75.0% |
| Q1 2018 | $378,000 | – | 4,151 | – | 0.18% | – |
Download | ||||||
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% |