SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 741 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,583,518 | -6.6% | 12,451 | -3.6% | 0.37% | -6.6% |
| Q1 2024 | $1,695,490 | -1.8% | 12,919 | -6.5% | 0.40% | -5.0% |
| Q4 2023 | $1,726,336 | +8.4% | 13,814 | -0.2% | 0.42% | +0.2% |
| 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 ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |