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 | $328,124 | -2.9% | 2,580 | +0.2% | 0.08% | -9.2% |
| Q1 2024 | $338,074 | +5.0% | 2,576 | 0.0% | 0.09% | -7.4% |
| Q4 2023 | $321,923 | +8.7% | 2,576 | 0.0% | 0.09% | -5.1% |
| Q3 2023 | $296,266 | -6.2% | 2,576 | 0.0% | 0.10% | -3.9% |
| Q2 2023 | $315,766 | -0.9% | 2,576 | 0.0% | 0.10% | -9.6% |
| Q1 2023 | $318,677 | -1.0% | 2,576 | 0.0% | 0.11% | -10.2% |
| Q4 2022 | $322,000 | +9.5% | 2,576 | -2.2% | 0.13% | +4.1% |
| Q3 2022 | $294,000 | -6.1% | 2,635 | 0.0% | 0.12% | -6.9% |
| Q2 2022 | $313,000 | -7.4% | 2,635 | 0.0% | 0.13% | +15.9% |
| Q1 2022 | $338,000 | 0.0% | 2,635 | +0.6% | 0.11% | +8.7% |
| Q4 2021 | $338,000 | +9.7% | 2,618 | 0.0% | 0.10% | +2.0% |
| Q3 2021 | $308,000 | -3.8% | 2,618 | 0.0% | 0.10% | -8.1% |
| Q2 2021 | $320,000 | +10.7% | 2,618 | +6.9% | 0.11% | +1.8% |
| Q1 2021 | $289,000 | +11.6% | 2,448 | 0.0% | 0.11% | +6.9% |
| Q4 2020 | $259,000 | +14.6% | 2,448 | 0.0% | 0.10% | +2.0% |
| Q3 2020 | $226,000 | +1.3% | 2,448 | 0.0% | 0.10% | -8.3% |
| Q2 2020 | $223,000 | -15.2% | 2,448 | 0.0% | 0.11% | -24.3% |
| Q4 2019 | $263,000 | +4.8% | 2,448 | 0.0% | 0.14% | -8.3% |
| Q3 2019 | $251,000 | +4.1% | 2,448 | +2.5% | 0.16% | +1.9% |
| Q2 2019 | $241,000 | +1.7% | 2,388 | 0.0% | 0.15% | -6.7% |
| Q1 2019 | $237,000 | +10.7% | 2,388 | 0.0% | 0.16% | -3.5% |
| Q4 2018 | $214,000 | -8.5% | 2,388 | 0.0% | 0.17% | +8.9% |
| Q3 2018 | $234,000 | +5.9% | 2,388 | 0.0% | 0.16% | -3.1% |
| Q2 2018 | $221,000 | +1.4% | 2,388 | 0.0% | 0.16% | -3.6% |
| Q1 2018 | $218,000 | -3.5% | 2,388 | 0.0% | 0.17% | -10.6% |
| Q4 2017 | $226,000 | – | 2,388 | – | 0.19% | – |
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% |