SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,591,853 | -2.1% | 13,841 | +4.4% | 0.42% | +1.5% |
Q2 2023 | $1,625,411 | +7.3% | 13,260 | +8.3% | 0.41% | +4.3% |
Q1 2023 | $1,514,458 | +11.2% | 12,242 | +12.5% | 0.39% | +6.8% |
Q4 2022 | $1,361,572 | +31.6% | 10,883 | +17.3% | 0.37% | +16.1% |
Q3 2022 | $1,035,000 | +21.2% | 9,279 | +29.0% | 0.32% | +23.3% |
Q2 2022 | $854,000 | +49.8% | 7,194 | +61.6% | 0.26% | +59.6% |
Q1 2022 | $570,000 | +5081.8% | 4,451 | +4099.1% | 0.16% | +3925.0% |
Q4 2020 | $11,000 | +10.0% | 106 | +1.0% | 0.00% | -20.0% |
Q3 2020 | $10,000 | +11.1% | 105 | +1.0% | 0.01% | 0.0% |
Q2 2020 | $9,000 | +12.5% | 104 | +1.0% | 0.01% | 0.0% |
Q1 2020 | $8,000 | -27.3% | 103 | +1.0% | 0.01% | 0.0% |
Q4 2019 | $11,000 | +10.0% | 102 | +1.0% | 0.01% | 0.0% |
Q3 2019 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $10,000 | 0.0% | 101 | +1.0% | 0.01% | 0.0% |
Q1 2019 | $10,000 | – | 100 | – | 0.01% | – |
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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% |