SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 730 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 | $293,373 | +13.3% | 2,345 | +0.7% | 0.12% | +7.4% |
| Q3 2022 | $259,000 | -5.5% | 2,328 | +0.6% | 0.11% | -2.7% |
| Q2 2022 | $274,000 | -6.8% | 2,313 | +0.7% | 0.11% | -1.8% |
| Q1 2022 | $294,000 | 0.0% | 2,298 | +0.6% | 0.11% | +94.8% |
| Q4 2021 | $294,000 | +10.5% | 2,284 | +0.7% | 0.06% | -43.1% |
| Q3 2021 | $266,000 | -3.3% | 2,267 | +0.8% | 0.10% | 0.0% |
| Q2 2021 | $275,000 | +4.2% | 2,250 | +0.6% | 0.10% | -10.5% |
| Q1 2021 | $264,000 | +12.3% | 2,236 | +0.7% | 0.11% | +2.7% |
| Q4 2020 | $235,000 | +15.8% | 2,221 | +1.0% | 0.11% | +0.9% |
| Q3 2020 | $203,000 | -12.1% | 2,200 | +2.4% | 0.11% | -17.3% |
| Q4 2019 | $231,000 | +6.0% | 2,148 | +0.7% | 0.13% | -4.3% |
| Q3 2019 | $218,000 | +2.3% | 2,133 | +0.7% | 0.14% | -3.5% |
| Q2 2019 | $213,000 | +1.9% | 2,118 | +0.6% | 0.14% | -4.0% |
| Q1 2019 | $209,000 | +3.0% | 2,105 | +1.3% | 0.15% | +1.4% |
| Q3 2018 | $203,000 | +4.6% | 2,078 | +1.9% | 0.15% | +1.4% |
| Q4 2017 | $194,000 | – | 2,039 | – | 0.15% | – |
Download | ||||||
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% |