SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $418,000 | -65.4% | 3,520 | -62.7% | 0.13% | -45.7% |
| Q1 2022 | $1,207,000 | -0.8% | 9,425 | 0.0% | 0.23% | +3.6% |
| Q4 2021 | $1,217,000 | +13.5% | 9,425 | +3.3% | 0.22% | +22.4% |
| Q3 2021 | $1,072,000 | +47.7% | 9,123 | +53.6% | 0.18% | +43.0% |
| Q2 2021 | $726,000 | +3.6% | 5,941 | -0.0% | 0.13% | -9.9% |
| Q1 2021 | $701,000 | +9.0% | 5,943 | -2.0% | 0.14% | 0.0% |
| Q4 2020 | $643,000 | +15.0% | 6,066 | +0.2% | 0.14% | -6.0% |
| Q3 2020 | $559,000 | -3.3% | 6,055 | -4.4% | 0.15% | -18.8% |
| Q2 2020 | $578,000 | +6.4% | 6,334 | -6.9% | 0.19% | -13.9% |
| Q1 2020 | $543,000 | -23.5% | 6,804 | +3.0% | 0.22% | -8.9% |
| Q4 2019 | $710,000 | +2.6% | 6,603 | -2.1% | 0.24% | -8.1% |
| Q3 2019 | $692,000 | +1.8% | 6,747 | +0.1% | 0.26% | -1.9% |
| Q2 2019 | $680,000 | +12.8% | 6,740 | +11.1% | 0.26% | +3.5% |
| Q1 2019 | $603,000 | +99.0% | 6,069 | +79.5% | 0.25% | +75.2% |
| Q4 2018 | $303,000 | -4.4% | 3,382 | +4.6% | 0.14% | +5.1% |
| Q3 2018 | $317,000 | +5.7% | 3,232 | 0.0% | 0.14% | -4.2% |
| Q2 2018 | $300,000 | +1.7% | 3,232 | 0.0% | 0.14% | -7.7% |
| Q1 2018 | $295,000 | -4.2% | 3,232 | -1.0% | 0.16% | -6.0% |
| Q4 2017 | $308,000 | +18.9% | 3,265 | +15.2% | 0.17% | +12.9% |
| Q3 2017 | $259,000 | – | 2,834 | – | 0.15% | – |
Download | ||||||
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% |