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 2020 | $863,000 | -2.9% | 9,350 | -4.2% | 0.40% | +8.4% |
| Q2 2020 | $889,000 | +18.1% | 9,755 | +3.4% | 0.37% | -3.1% |
| Q1 2020 | $753,000 | -26.0% | 9,431 | -0.4% | 0.38% | -8.2% |
| Q4 2019 | $1,018,000 | +3.4% | 9,471 | -1.3% | 0.42% | -3.5% |
| Q3 2019 | $985,000 | +1.8% | 9,596 | 0.0% | 0.43% | +0.2% |
| Q2 2019 | $968,000 | +17.3% | 9,596 | +15.7% | 0.43% | +14.0% |
| Q1 2019 | $825,000 | +11.0% | 8,296 | 0.0% | 0.38% | -3.1% |
| Q4 2018 | $743,000 | -7.0% | 8,296 | +1.6% | 0.39% | +1.8% |
| Q3 2018 | $799,000 | +6.1% | 8,166 | +0.5% | 0.38% | +1.6% |
| Q2 2018 | $753,000 | +1.6% | 8,126 | 0.0% | 0.38% | -0.5% |
| Q1 2018 | $741,000 | – | 8,126 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |