SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $362,469 | -0.9% | 2,957 | 0.0% | 0.11% | -5.4% |
| Q1 2023 | $365,810 | -1.1% | 2,957 | 0.0% | 0.11% | -2.6% |
| Q4 2022 | $369,950 | +12.1% | 2,957 | 0.0% | 0.12% | 0.0% |
| Q3 2022 | $330,000 | -6.0% | 2,957 | 0.0% | 0.12% | -1.7% |
| Q2 2022 | $351,000 | -7.4% | 2,957 | 0.0% | 0.12% | +10.4% |
| Q1 2022 | $379,000 | -32.7% | 2,957 | -32.1% | 0.11% | -32.1% |
| Q4 2021 | $563,000 | +10.0% | 4,357 | 0.0% | 0.16% | +3.3% |
| Q3 2021 | $512,000 | -3.9% | 4,357 | 0.0% | 0.15% | -3.8% |
| Q2 2021 | $533,000 | +3.7% | 4,357 | 0.0% | 0.16% | -2.5% |
| Q1 2021 | $514,000 | +11.3% | 4,357 | 0.0% | 0.16% | +5.2% |
| Q4 2020 | $462,000 | +10.0% | 4,357 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $420,000 | +5.0% | 4,357 | 0.0% | 0.15% | -3.1% |
| Q2 2020 | $400,000 | +18.0% | 4,357 | 0.0% | 0.16% | +1.3% |
| Q1 2020 | $339,000 | -27.7% | 4,357 | 0.0% | 0.16% | -16.5% |
| Q4 2019 | $469,000 | +4.9% | 4,357 | 0.0% | 0.19% | -1.1% |
| Q3 2019 | $447,000 | +0.9% | 4,357 | 0.0% | 0.19% | +3.8% |
| Q2 2019 | $443,000 | +2.3% | 4,357 | 0.0% | 0.18% | -6.6% |
| Q1 2019 | $433,000 | +11.0% | 4,357 | 0.0% | 0.20% | -25.5% |
| Q4 2018 | $390,000 | – | 4,357 | – | 0.26% | – |
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% |