SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $264,000 | +6.9% | 2,239 | -3.9% | 0.00% | 0.0% |
| Q4 2020 | $247,000 | +85.7% | 2,330 | +39.5% | 0.00% | +50.0% |
| Q1 2020 | $133,000 | -26.1% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $180,000 | +5.3% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $171,000 | +1.8% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $168,000 | +1.2% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $166,000 | +11.4% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $149,000 | -9.1% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $164,000 | +5.8% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $155,000 | +2.0% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $152,000 | -3.8% | 1,670 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $158,000 | – | 1,670 | – | 0.00% | – |
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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% |