SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,453,000 | +97.4% | 24,275 | +291.6% | 0.11% | +94.6% |
| Q2 2022 | $736,000 | +160.1% | 6,199 | +180.9% | 0.06% | +194.7% |
| Q1 2022 | $283,000 | -0.7% | 2,207 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $285,000 | +10.0% | 2,207 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $259,000 | -4.1% | 2,207 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $270,000 | +3.8% | 2,207 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $260,000 | +11.1% | 2,207 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $234,000 | +14.7% | 2,207 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $204,000 | -8.5% | 2,207 | -9.7% | 0.02% | -14.8% |
| Q2 2020 | $223,000 | -48.4% | 2,444 | -39.2% | 0.03% | -50.9% |
| Q4 2019 | $432,000 | +13.7% | 4,017 | +8.5% | 0.06% | +1.9% |
| Q3 2019 | $380,000 | -8.0% | 3,701 | -9.5% | 0.05% | -14.3% |
| Q2 2019 | $413,000 | -2.1% | 4,090 | -3.8% | 0.06% | -8.7% |
| Q1 2019 | $422,000 | -83.0% | 4,250 | -84.7% | 0.07% | -84.4% |
| Q4 2018 | $2,487,000 | +414.9% | 27,780 | +463.4% | 0.44% | +453.8% |
| Q3 2018 | $483,000 | +5.7% | 4,931 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $457,000 | -18.7% | 4,931 | -20.0% | 0.08% | -23.1% |
| Q1 2018 | $562,000 | -84.9% | 6,166 | -84.3% | 0.10% | -83.6% |
| Q4 2017 | $3,721,000 | +673.6% | 39,381 | +648.1% | 0.63% | +595.6% |
| Q3 2017 | $481,000 | +2.8% | 5,264 | 0.0% | 0.09% | +26.4% |
| Q2 2017 | $468,000 | -15.1% | 5,264 | -15.8% | 0.07% | -16.3% |
| Q1 2017 | $551,000 | -56.2% | 6,251 | -57.5% | 0.09% | -61.3% |
| Q4 2016 | $1,257,000 | +127.3% | 14,692 | +124.3% | 0.22% | +117.6% |
| Q3 2016 | $553,000 | – | 6,551 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |