SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,755 | -28.1% | 46 | -39.5% | 0.00% | -33.3% |
| Q3 2022 | $8,000 | -11.1% | 76 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $9,000 | -55.0% | 76 | -52.5% | 0.01% | -50.0% |
| Q1 2022 | $20,000 | +100.0% | 160 | +100.0% | 0.01% | +75.0% |
| Q4 2021 | $10,000 | 0.0% | 80 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $10,000 | -70.6% | 80 | -71.4% | 0.01% | -66.7% |
| Q2 2021 | $34,000 | +3.0% | 280 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $33,000 | +73.7% | 280 | +55.6% | 0.03% | +44.4% |
| Q4 2020 | $19,000 | -95.8% | 180 | -96.1% | 0.02% | -94.1% |
| Q3 2018 | $454,000 | +5.8% | 4,633 | 0.0% | 0.30% | -2.3% |
| Q2 2018 | $429,000 | +1.4% | 4,633 | 0.0% | 0.31% | -3.7% |
| Q1 2018 | $423,000 | -4.3% | 4,633 | 0.0% | 0.32% | -2.7% |
| Q4 2017 | $442,000 | – | 4,633 | – | 0.33% | – |
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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% |