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 | $635,743 | -7.2% | 5,527 | -1.1% | 0.07% | -5.2% |
| Q2 2023 | $685,098 | -4.1% | 5,589 | -3.2% | 0.08% | -15.4% |
| Q1 2023 | $714,637 | -0.8% | 5,776 | +0.3% | 0.09% | -9.0% |
| Q4 2022 | $720,746 | +9.9% | 5,760 | -2.2% | 0.10% | +3.1% |
| Q3 2022 | $656,000 | -4.8% | 5,887 | +1.3% | 0.10% | +1.0% |
| Q2 2022 | $689,000 | -7.8% | 5,809 | -0.4% | 0.10% | +3.2% |
| Q1 2022 | $747,000 | -2.7% | 5,831 | -2.0% | 0.09% | 0.0% |
| Q4 2021 | $768,000 | +17.3% | 5,950 | +6.8% | 0.09% | +4.5% |
| Q3 2021 | $655,000 | +38.2% | 5,571 | +43.8% | 0.09% | -1.1% |
| Q2 2021 | $474,000 | +4.2% | 3,874 | +0.4% | 0.09% | -2.2% |
| Q1 2021 | $455,000 | +13.5% | 3,858 | +1.7% | 0.09% | -2.1% |
| Q4 2020 | $401,000 | +14.6% | 3,792 | +0.5% | 0.09% | -1.1% |
| Q3 2020 | $350,000 | -23.6% | 3,773 | -24.6% | 0.10% | -30.7% |
| Q2 2020 | $458,000 | +6.8% | 5,007 | -7.2% | 0.14% | -12.2% |
| Q1 2020 | $429,000 | -36.8% | 5,393 | -14.7% | 0.16% | -18.8% |
| Q4 2019 | $679,000 | +4.9% | 6,323 | +0.1% | 0.19% | -4.0% |
| Q3 2019 | $647,000 | -3.4% | 6,319 | -4.5% | 0.20% | +3.6% |
| Q2 2019 | $670,000 | +6.3% | 6,618 | +4.2% | 0.19% | +2.7% |
| Q1 2019 | $630,000 | -9.4% | 6,352 | -18.2% | 0.19% | -15.7% |
| Q4 2018 | $695,000 | -11.9% | 7,769 | -3.7% | 0.22% | -2.2% |
| Q3 2018 | $789,000 | +14.7% | 8,066 | +8.6% | 0.23% | +4.1% |
| Q2 2018 | $688,000 | -10.6% | 7,424 | -14.2% | 0.22% | -16.1% |
| Q1 2018 | $770,000 | -1.3% | 8,649 | +5.7% | 0.26% | +7.9% |
| Q4 2017 | $780,000 | +10.8% | 8,181 | +6.6% | 0.24% | -9.0% |
| Q3 2017 | $704,000 | +8.3% | 7,671 | +4.5% | 0.27% | -6.7% |
| Q2 2017 | $650,000 | +55.5% | 7,342 | +54.7% | 0.28% | +42.5% |
| Q1 2017 | $418,000 | – | 4,746 | – | 0.20% | – |
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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% |