SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,289,875 | -5.7% | 11,215 | +0.5% | 0.18% | -9.1% |
| Q2 2023 | $1,367,603 | +0.7% | 11,157 | +0.2% | 0.20% | -9.6% |
| Q1 2023 | $1,357,921 | -2.3% | 11,130 | +0.2% | 0.22% | -19.9% |
| Q4 2022 | $1,389,652 | +12.5% | 11,107 | +0.2% | 0.27% | +4.2% |
| Q3 2022 | $1,235,000 | -6.2% | 11,080 | -0.0% | 0.26% | -6.1% |
| Q2 2022 | $1,316,000 | -5.9% | 11,084 | +2.7% | 0.28% | +8.6% |
| Q1 2022 | $1,398,000 | +3.6% | 10,788 | +0.9% | 0.26% | +16.9% |
| Q4 2021 | $1,349,000 | +13.6% | 10,688 | +9.8% | 0.22% | +2.3% |
| Q3 2021 | $1,188,000 | 0.0% | 9,733 | 0.0% | 0.21% | 0.0% |
| Q2 2021 | $1,188,000 | +4.0% | 9,733 | +0.6% | 0.21% | -4.9% |
| Q1 2021 | $1,142,000 | +15.0% | 9,679 | +3.3% | 0.22% | +9.8% |
| Q4 2020 | $993,000 | +22.1% | 9,370 | +6.5% | 0.20% | -9.3% |
| Q3 2020 | $813,000 | +3.0% | 8,798 | +1.7% | 0.23% | -16.6% |
| Q2 2020 | $789,000 | +4.6% | 8,649 | -8.4% | 0.27% | +746.9% |
| Q1 2020 | $754,000 | -48.6% | 9,445 | -30.7% | 0.03% | -79.2% |
| Q4 2019 | $1,467,000 | +8.8% | 13,633 | +3.7% | 0.15% | +2.0% |
| Q3 2019 | $1,348,000 | +49.3% | 13,141 | +46.8% | 0.15% | -61.6% |
| Q2 2019 | $903,000 | +3.7% | 8,953 | +2.2% | 0.39% | -9.7% |
| Q1 2019 | $871,000 | +13.1% | 8,758 | +1.8% | 0.44% | -3.1% |
| Q4 2018 | $770,000 | +19.4% | 8,599 | +30.6% | 0.45% | +30.1% |
| Q3 2018 | $645,000 | +5.9% | 6,583 | +0.2% | 0.34% | -5.2% |
| Q2 2018 | $609,000 | +1.8% | 6,569 | +0.2% | 0.36% | -33.5% |
| Q1 2018 | $598,000 | +0.2% | 6,553 | +3.6% | 0.55% | -5.9% |
| Q4 2017 | $597,000 | +52.7% | 6,323 | +47.6% | 0.58% | +41.4% |
| Q3 2017 | $391,000 | +88.0% | 4,285 | +83.5% | 0.41% | +5.1% |
| Q2 2017 | $208,000 | +1.5% | 2,335 | +0.5% | 0.39% | +26.9% |
| Q1 2017 | $205,000 | -99.9% | 2,324 | +4.3% | 0.31% | +32.2% |
| Q4 2016 | $190,645,000 | – | 2,228 | – | 0.23% | – |
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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% |