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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $3,000 | +50.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -99.9% | 30 | -99.9% | 0.00% | -100.0% |
| Q1 2020 | $1,736,000 | -37.8% | 21,738 | -16.2% | 0.37% | -13.6% |
| Q4 2019 | $2,790,000 | +25.5% | 25,941 | +19.7% | 0.43% | +11.5% |
| Q3 2019 | $2,223,000 | +25.9% | 21,667 | +23.8% | 0.38% | +27.6% |
| Q2 2019 | $1,766,000 | +25.9% | 17,507 | +24.0% | 0.30% | +12.7% |
| Q1 2019 | $1,403,000 | +72.1% | 14,113 | +54.9% | 0.27% | +85.4% |
| Q4 2018 | $815,000 | – | 9,112 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |