SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,059 | -6.2% | 2,409 | 0.0% | 0.09% | -8.5% |
| Q2 2023 | $295,295 | -0.9% | 2,409 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $298,017 | -15.5% | 2,409 | -14.6% | 0.09% | -21.0% |
| Q4 2022 | $352,810 | +12.4% | 2,820 | 0.0% | 0.12% | -4.8% |
| Q3 2022 | $314,000 | -6.3% | 2,820 | 0.0% | 0.12% | +3.3% |
| Q2 2022 | $335,000 | -7.2% | 2,820 | 0.0% | 0.12% | +23.5% |
| Q1 2022 | $361,000 | -0.8% | 2,820 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $364,000 | +10.0% | 2,820 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $331,000 | -4.1% | 2,820 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $345,000 | +3.6% | 2,820 | 0.0% | 0.10% | -12.2% |
| Q1 2021 | $333,000 | +9.9% | 2,820 | -1.4% | 0.12% | +0.9% |
| Q4 2020 | $303,000 | +14.8% | 2,861 | 0.0% | 0.11% | -8.1% |
| Q3 2020 | $264,000 | -13.4% | 2,861 | -14.5% | 0.12% | -14.5% |
| Q2 2020 | $305,000 | +34.4% | 3,346 | +17.8% | 0.14% | +8.2% |
| Q1 2020 | $227,000 | -25.8% | 2,841 | 0.0% | 0.13% | +5.5% |
| Q4 2019 | $306,000 | -36.5% | 2,841 | -98.5% | 0.13% | -48.8% |
| Q3 2019 | $482,000 | +1.5% | 191,242 | +0.0% | 0.25% | +2.1% |
| Q2 2019 | $475,000 | +9400.0% | 191,223 | +382346.0% | 0.24% | +12050.0% |
| Q3 2017 | $5,000 | – | 50 | – | 0.00% | – |
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% |