SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
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% | – |
Download | ||||||
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% |