SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,758,629 | -5.4% | 15,291 | +0.9% | 0.06% | -3.3% |
| Q2 2023 | $1,858,611 | -8.2% | 15,162 | -7.4% | 0.06% | -18.9% |
| Q1 2023 | $2,024,474 | -7.4% | 16,365 | -6.4% | 0.07% | -6.3% |
| Q4 2022 | $2,186,239 | +354.5% | 17,475 | +305.1% | 0.08% | +276.2% |
| Q3 2022 | $481,000 | -87.5% | 4,314 | -86.7% | 0.02% | -82.5% |
| Q2 2022 | $3,863,000 | +715.0% | 32,544 | +780.5% | 0.12% | +313.8% |
| Q1 2022 | $474,000 | -5.0% | 3,696 | -4.4% | 0.03% | -40.8% |
| Q4 2021 | $499,000 | +5.7% | 3,867 | -3.6% | 0.05% | 0.0% |
| Q3 2021 | $472,000 | -29.3% | 4,011 | -26.6% | 0.05% | -22.2% |
| Q2 2021 | $668,000 | +37.2% | 5,464 | +32.3% | 0.06% | +23.5% |
| Q1 2021 | $487,000 | -4.5% | 4,129 | -14.2% | 0.05% | +4.1% |
| Q4 2020 | $510,000 | +2.0% | 4,814 | -11.1% | 0.05% | +6.5% |
| Q3 2020 | $500,000 | +1.4% | 5,414 | +0.1% | 0.05% | -6.1% |
| Q2 2020 | $493,000 | -26.3% | 5,410 | -35.4% | 0.05% | -34.7% |
| Q1 2020 | $669,000 | +27.7% | 8,376 | +72.0% | 0.08% | +63.0% |
| Q4 2019 | $524,000 | – | 4,870 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |