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 | $818,303 | -4.4% | 7,115 | +1.9% | 0.05% | -11.5% |
| Q2 2023 | $855,854 | -2.5% | 6,982 | -1.6% | 0.06% | -10.3% |
| Q1 2023 | $878,029 | -0.7% | 7,097 | +0.4% | 0.07% | -8.1% |
| Q4 2022 | $884,644 | +20.2% | 7,070 | +7.1% | 0.07% | -3.9% |
| Q3 2022 | $736,000 | -14.6% | 6,600 | -9.1% | 0.08% | -1.3% |
| Q2 2022 | $862,000 | -8.4% | 7,263 | -1.1% | 0.08% | +2.6% |
| Q1 2022 | $941,000 | -5.1% | 7,345 | -4.4% | 0.08% | +7.0% |
| Q4 2021 | $992,000 | +15.2% | 7,683 | +4.9% | 0.07% | -4.1% |
| Q3 2021 | $861,000 | -3.4% | 7,324 | +0.5% | 0.07% | -6.3% |
| Q2 2021 | $891,000 | +6.2% | 7,289 | +2.5% | 0.08% | -11.2% |
| Q1 2021 | $839,000 | +14.9% | 7,110 | +3.2% | 0.09% | -11.9% |
| Q4 2020 | $730,000 | +22.9% | 6,887 | +7.2% | 0.10% | -30.3% |
| Q3 2020 | $594,000 | -4.2% | 6,426 | -5.5% | 0.14% | -23.7% |
| Q2 2020 | $620,000 | -8.3% | 6,802 | -19.7% | 0.19% | -60.3% |
| Q1 2020 | $676,000 | -13.4% | 8,469 | +16.6% | 0.48% | +8.1% |
| Q4 2019 | $781,000 | +5.1% | 7,262 | +0.3% | 0.44% | +56.0% |
| Q3 2019 | $743,000 | +14.8% | 7,240 | +12.9% | 0.28% | +10.1% |
| Q2 2019 | $647,000 | -0.3% | 6,414 | -1.8% | 0.26% | -26.5% |
| Q1 2019 | $649,000 | +5.5% | 6,531 | -4.9% | 0.35% | -14.4% |
| Q4 2018 | $615,000 | – | 6,870 | – | 0.41% | – |
Download | ||||||
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% |