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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |