SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 753 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,397,315 | -6.9% | 10,987 | -3.9% | 0.12% | -1.6% |
| Q1 2024 | $1,501,152 | -2.0% | 11,438 | -6.7% | 0.13% | -11.2% |
| Q4 2023 | $1,532,035 | +17.9% | 12,259 | +8.5% | 0.14% | +5.1% |
| Q3 2023 | $1,299,638 | -6.0% | 11,300 | +0.2% | 0.14% | -9.9% |
| Q2 2023 | $1,382,607 | -14.5% | 11,279 | -13.7% | 0.15% | -12.2% |
| Q1 2023 | $1,616,670 | -0.4% | 13,068 | +0.8% | 0.17% | -7.0% |
| Q4 2022 | $1,622,454 | +19.0% | 12,968 | +6.0% | 0.18% | +17.1% |
| Q3 2022 | $1,363,000 | -17.8% | 12,229 | -12.5% | 0.16% | -8.1% |
| Q2 2022 | $1,658,000 | -18.6% | 13,973 | -12.1% | 0.17% | -6.0% |
| Q1 2022 | $2,036,000 | -16.0% | 15,890 | -15.4% | 0.18% | +0.5% |
| Q4 2021 | $2,425,000 | +9.9% | 18,777 | +2.2% | 0.18% | +1.1% |
| Q3 2021 | $2,207,000 | -5.5% | 18,375 | -3.8% | 0.18% | -7.7% |
| Q2 2021 | $2,335,000 | +4.8% | 19,094 | +1.2% | 0.20% | -3.9% |
| Q1 2021 | $2,227,000 | +4.9% | 18,869 | -5.9% | 0.20% | -2.9% |
| Q4 2020 | $2,123,000 | +5.1% | 20,042 | -8.3% | 0.21% | -6.7% |
| Q3 2020 | $2,020,000 | -6.2% | 21,857 | -7.5% | 0.22% | -12.2% |
| Q2 2020 | $2,154,000 | +2.7% | 23,618 | -10.0% | 0.26% | -13.3% |
| Q1 2020 | $2,097,000 | -67.9% | 26,255 | -56.8% | 0.29% | -14.8% |
| Q4 2019 | $6,534,000 | +171.2% | 60,740 | +158.7% | 0.34% | +5.2% |
| Q3 2019 | $2,409,000 | – | 23,479 | – | 0.33% | – |
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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% |