SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 741 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $809,518 | -5.2% | 6,604 | -4.3% | 0.19% | -11.5% |
| Q1 2023 | $853,475 | -3.4% | 6,899 | -2.3% | 0.22% | -17.1% |
| Q4 2022 | $883,777 | +5.1% | 7,064 | -6.3% | 0.26% | -0.4% |
| Q3 2022 | $841,000 | +1.4% | 7,541 | +8.0% | 0.26% | +17.3% |
| Q2 2022 | $829,000 | -2.6% | 6,982 | +5.2% | 0.22% | +16.0% |
| Q1 2022 | $851,000 | +5.6% | 6,640 | +6.3% | 0.19% | +14.1% |
| Q4 2021 | $806,000 | +19.6% | 6,246 | +8.9% | 0.17% | +8.3% |
| Q3 2021 | $674,000 | -26.2% | 5,734 | -23.2% | 0.16% | -13.3% |
| Q2 2021 | $913,000 | +3.6% | 7,467 | +0.1% | 0.18% | -5.7% |
| Q1 2021 | $881,000 | +9.0% | 7,462 | -2.2% | 0.19% | -1.0% |
| Q4 2020 | $808,000 | +24.3% | 7,632 | +8.4% | 0.19% | +2.1% |
| Q3 2020 | $650,000 | +2.0% | 7,039 | +0.8% | 0.19% | -8.2% |
| Q2 2020 | $637,000 | +25.9% | 6,986 | +10.3% | 0.21% | -22.5% |
| Q1 2020 | $506,000 | +64.3% | 6,334 | +122.6% | 0.27% | +3.9% |
| Q4 2019 | $308,000 | -60.8% | 2,846 | -62.8% | 0.26% | -46.8% |
| Q3 2019 | $785,000 | -50.0% | 7,654 | -50.9% | 0.48% | -40.4% |
| Q2 2019 | $1,571,000 | -7.3% | 15,573 | -8.6% | 0.81% | -3.5% |
| Q1 2019 | $1,694,000 | +6.5% | 17,039 | -4.1% | 0.84% | -5.4% |
| Q4 2018 | $1,591,000 | -8.7% | 17,773 | -0.1% | 0.89% | +1.7% |
| Q3 2018 | $1,742,000 | +1.3% | 17,792 | -4.1% | 0.87% | -8.6% |
| Q2 2018 | $1,719,000 | -2.7% | 18,544 | -4.3% | 0.96% | -6.7% |
| Q1 2018 | $1,767,000 | -17.7% | 19,370 | -14.8% | 1.02% | -14.9% |
| Q4 2017 | $2,147,000 | +2.5% | 22,724 | -0.9% | 1.20% | -5.9% |
| Q3 2017 | $2,095,000 | -5.7% | 22,936 | -8.2% | 1.28% | -10.4% |
| Q2 2017 | $2,222,000 | -2.2% | 24,992 | -3.1% | 1.43% | +4.8% |
| Q1 2017 | $2,273,000 | -2.6% | 25,788 | -5.4% | 1.36% | -9.5% |
| Q4 2016 | $2,334,000 | +0.0% | 27,274 | -1.4% | 1.51% | -9.4% |
| Q3 2016 | $2,333,000 | -5.3% | 27,654 | -5.8% | 1.66% | -8.4% |
| Q2 2016 | $2,464,000 | +6.8% | 29,357 | +1.7% | 1.82% | +4.5% |
| Q1 2016 | $2,307,000 | +11.6% | 28,862 | +2.7% | 1.74% | +22.4% |
| Q4 2015 | $2,067,000 | – | 28,091 | – | 1.42% | – |
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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% |