SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 861 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,471 | -30.0% | 216 | -27.8% | 0.00% | -33.3% |
| Q1 2024 | $39,241 | +5.0% | 299 | 0.0% | 0.01% | -14.3% |
| Q4 2023 | $37,366 | +8.7% | 299 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $34,388 | -6.2% | 299 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $36,651 | -0.9% | 299 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $36,989 | -1.1% | 299 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $37,408 | +13.4% | 299 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $33,000 | +26.9% | 299 | +38.4% | 0.01% | +12.5% |
| Q2 2022 | $26,000 | -7.1% | 216 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $28,000 | 0.0% | 216 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $28,000 | +12.0% | 216 | 0.0% | 0.01% | +14.3% |
| Q3 2021 | $25,000 | -3.8% | 216 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $26,000 | +4.0% | 216 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $25,000 | +316.7% | 216 | +292.7% | 0.01% | +350.0% |
| Q4 2020 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 55 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $6,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | +20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | – | 55 | – | 0.00% | – |
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% |