SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $560,877 | -4.7% | 4,877 | +1.6% | 0.16% | -7.3% |
| Q2 2023 | $588,412 | -8.1% | 4,800 | -7.3% | 0.18% | -16.9% |
| Q1 2023 | $640,384 | -7.9% | 5,176 | -6.9% | 0.21% | -14.5% |
| Q4 2022 | $695,326 | +10.9% | 5,558 | -1.1% | 0.25% | +2.9% |
| Q3 2022 | $627,000 | -8.5% | 5,621 | -2.5% | 0.24% | -5.5% |
| Q2 2022 | $685,000 | -4.2% | 5,767 | +3.3% | 0.26% | +9.9% |
| Q1 2022 | $715,000 | -20.5% | 5,581 | -19.9% | 0.23% | -20.5% |
| Q4 2021 | $899,000 | +8.8% | 6,966 | -0.8% | 0.29% | +20.1% |
| Q3 2021 | $826,000 | -7.3% | 7,023 | -3.7% | 0.24% | -7.6% |
| Q2 2021 | $891,000 | -1.7% | 7,290 | -5.0% | 0.26% | -14.8% |
| Q1 2021 | $906,000 | +9.6% | 7,673 | -1.7% | 0.31% | +4.7% |
| Q4 2020 | $827,000 | +6.3% | 7,805 | -7.3% | 0.30% | -7.2% |
| Q3 2020 | $778,000 | -20.5% | 8,419 | -21.6% | 0.32% | -40.4% |
| Q2 2020 | $979,000 | +17.5% | 10,732 | +2.9% | 0.54% | -7.3% |
| Q1 2020 | $833,000 | -28.4% | 10,428 | -3.6% | 0.58% | +0.3% |
| Q4 2019 | $1,164,000 | +42.5% | 10,822 | +35.8% | 0.58% | +18.8% |
| Q3 2019 | $817,000 | +0.9% | 7,968 | -0.8% | 0.48% | -3.2% |
| Q2 2019 | $810,000 | -74.3% | 8,034 | -74.6% | 0.50% | -76.0% |
| Q1 2019 | $3,147,000 | +274.6% | 31,655 | +237.5% | 2.08% | +220.5% |
| Q4 2018 | $840,000 | -56.5% | 9,379 | -52.5% | 0.65% | -52.0% |
| Q3 2018 | $1,932,000 | +7.4% | 19,733 | +1.7% | 1.35% | -15.2% |
| Q2 2018 | $1,799,000 | -2.5% | 19,407 | -4.1% | 1.60% | +2.2% |
| Q1 2018 | $1,846,000 | +0.1% | 20,238 | +5.1% | 1.56% | -9.5% |
| Q4 2017 | $1,844,000 | – | 19,260 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |