SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 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 2023 | $227,594 | -6.2% | 1,979 | 0.0% | 0.02% | -7.4% |
| Q2 2023 | $242,574 | -0.9% | 1,979 | 0.0% | 0.03% | -12.9% |
| Q1 2023 | $244,810 | -1.1% | 1,979 | 0.0% | 0.03% | -20.5% |
| Q4 2022 | $247,581 | +8.1% | 1,979 | -3.8% | 0.04% | -26.4% |
| Q3 2022 | $229,000 | -6.1% | 2,057 | 0.0% | 0.05% | -7.0% |
| Q2 2022 | $244,000 | -7.2% | 2,057 | +0.1% | 0.06% | -5.0% |
| Q1 2022 | $263,000 | -55.7% | 2,055 | -55.3% | 0.06% | -54.2% |
| Q4 2021 | $594,000 | +105.5% | 4,602 | +87.5% | 0.13% | +61.7% |
| Q3 2021 | $289,000 | -3.7% | 2,455 | +0.1% | 0.08% | -4.7% |
| Q2 2021 | $300,000 | +2.4% | 2,453 | -1.2% | 0.08% | -7.6% |
| Q1 2021 | $293,000 | +11.8% | 2,483 | +0.4% | 0.09% | +5.7% |
| Q4 2020 | $262,000 | +8.7% | 2,472 | -5.2% | 0.09% | -3.3% |
| Q3 2020 | $241,000 | +1.7% | 2,608 | +0.5% | 0.09% | -3.2% |
| Q2 2020 | $237,000 | +15.0% | 2,596 | +0.5% | 0.09% | -1.1% |
| Q1 2020 | $206,000 | -27.5% | 2,584 | -2.0% | 0.09% | -11.3% |
| Q4 2019 | $284,000 | +4.0% | 2,636 | -0.8% | 0.11% | +1.9% |
| Q3 2019 | $273,000 | +2.2% | 2,658 | +0.4% | 0.10% | +3.0% |
| Q2 2019 | $267,000 | +1.9% | 2,647 | +0.4% | 0.10% | -2.9% |
| Q1 2019 | $262,000 | +7.8% | 2,637 | -2.7% | 0.10% | -25.2% |
| Q4 2018 | $243,000 | -8.0% | 2,711 | +0.5% | 0.14% | -4.8% |
| Q3 2018 | $264,000 | +3.5% | 2,698 | -2.1% | 0.15% | +32.7% |
| Q2 2018 | $255,000 | -3.0% | 2,757 | -6.2% | 0.11% | -8.3% |
| Q1 2018 | $263,000 | -28.9% | 2,940 | -29.2% | 0.12% | -36.5% |
| Q2 2017 | $370,000 | -5.1% | 4,151 | -7.0% | 0.19% | -7.8% |
| Q1 2017 | $390,000 | +20.7% | 4,463 | +18.8% | 0.20% | +15.2% |
| Q4 2016 | $323,000 | – | 3,756 | – | 0.18% | – |
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% |