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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $390 | -99.9% | 3,153 | -12.8% | 0.03% | +87.5% |
| Q1 2021 | $457,000 | +82.8% | 3,617 | +53.5% | 0.02% | +45.5% |
| Q4 2020 | $250,000 | +14.7% | 2,356 | +0.1% | 0.01% | 0.0% |
| Q3 2020 | $218,000 | -8.0% | 2,354 | -9.3% | 0.01% | -15.4% |
| Q2 2020 | $237,000 | +163.3% | 2,596 | +130.1% | 0.01% | +85.7% |
| Q1 2020 | $90,000 | -66.2% | 1,128 | -54.3% | 0.01% | -65.0% |
| Q4 2019 | $266,000 | -32.3% | 2,469 | -35.5% | 0.02% | -37.5% |
| Q3 2019 | $393,000 | +88.9% | 3,830 | +82.9% | 0.03% | +39.1% |
| Q1 2019 | $208,000 | – | 2,094 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |