SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,070,002 | +9.9% | 48,517 | -2.0% | 0.53% | +1.9% |
| Q3 2022 | $5,522,000 | -6.5% | 49,528 | -0.5% | 0.52% | -4.6% |
| Q2 2022 | $5,906,000 | -10.3% | 49,762 | -3.2% | 0.55% | -3.5% |
| Q1 2022 | $6,586,000 | +41.9% | 51,411 | +43.1% | 0.57% | +8.6% |
| Q4 2021 | $4,640,000 | -26.7% | 35,934 | -33.2% | 0.52% | -15.8% |
| Q3 2021 | $6,327,000 | -5.6% | 53,824 | -1.8% | 0.62% | -11.8% |
| Q2 2021 | $6,703,000 | +1.5% | 54,817 | -2.0% | 0.70% | -7.8% |
| Q1 2021 | $6,604,000 | +7.9% | 55,952 | -3.2% | 0.76% | -2.0% |
| Q4 2020 | $6,122,000 | +10.2% | 57,791 | -3.8% | 0.78% | -7.5% |
| Q3 2020 | $5,553,000 | -7.7% | 60,101 | -8.8% | 0.84% | -18.8% |
| Q2 2020 | $6,013,000 | -2.2% | 65,931 | -14.4% | 1.04% | -24.9% |
| Q1 2020 | $6,148,000 | -24.1% | 76,990 | +2.2% | 1.38% | -9.7% |
| Q4 2019 | $8,104,000 | +5.1% | 75,333 | +0.3% | 1.53% | -7.2% |
| Q3 2019 | $7,709,000 | +1.1% | 75,135 | -0.6% | 1.65% | -3.2% |
| Q2 2019 | $7,625,000 | +1.8% | 75,581 | +0.3% | 1.71% | -17.6% |
| Q1 2019 | $7,490,000 | +6.9% | 75,349 | -3.7% | 2.07% | -46.7% |
| Q4 2018 | $7,005,000 | -11.2% | 78,246 | -2.8% | 3.88% | +57.2% |
| Q3 2018 | $7,886,000 | +3.3% | 80,526 | -2.2% | 2.47% | -8.7% |
| Q2 2018 | $7,633,000 | +0.1% | 82,336 | -1.6% | 2.70% | -6.5% |
| Q1 2018 | $7,629,000 | -3.3% | 83,655 | +0.2% | 2.89% | -6.2% |
| Q4 2017 | $7,892,000 | – | 83,528 | – | 3.08% | – |
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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% |