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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,642,170 | -36.7% | 14,278 | -32.5% | 0.06% | -34.7% |
| Q2 2023 | $2,594,374 | -5.8% | 21,165 | -4.9% | 0.10% | -13.3% |
| Q1 2023 | $2,753,422 | -10.3% | 22,257 | -9.3% | 0.11% | -17.5% |
| Q4 2022 | $3,070,556 | +8.3% | 24,543 | -3.5% | 0.14% | -6.2% |
| Q3 2022 | $2,834,000 | -3.9% | 25,421 | +2.3% | 0.15% | -25.1% |
| Q2 2022 | $2,950,000 | -5.4% | 24,851 | +2.1% | 0.20% | +12.1% |
| Q1 2022 | $3,118,000 | +18.3% | 24,337 | +19.2% | 0.17% | +25.2% |
| Q4 2021 | $2,635,000 | +11.4% | 20,410 | +1.4% | 0.14% | -0.7% |
| Q3 2021 | $2,366,000 | +1.2% | 20,131 | +5.3% | 0.14% | +0.7% |
| Q2 2021 | $2,338,000 | +26.4% | 19,116 | +22.0% | 0.14% | +9.4% |
| Q1 2021 | $1,850,000 | +34.8% | 15,673 | +21.0% | 0.13% | +24.5% |
| Q4 2020 | $1,372,000 | +19.5% | 12,948 | +4.2% | 0.10% | +2.0% |
| Q3 2020 | $1,148,000 | +10.2% | 12,429 | +8.8% | 0.10% | -2.0% |
| Q2 2020 | $1,042,000 | +54.6% | 11,426 | +35.3% | 0.10% | +12.1% |
| Q1 2020 | $674,000 | +11.2% | 8,444 | +50.0% | 0.09% | +42.2% |
| Q4 2019 | $606,000 | +23.9% | 5,631 | +18.1% | 0.06% | -1.5% |
| Q3 2019 | $489,000 | -19.3% | 4,767 | -20.7% | 0.06% | -17.7% |
| Q2 2019 | $606,000 | +110.4% | 6,009 | +107.3% | 0.08% | +83.7% |
| Q1 2019 | $288,000 | – | 2,898 | – | 0.04% | – |
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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% |