SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $779,157 | -6.7% | 6,775 | -0.5% | 0.14% | -7.1% |
| Q2 2023 | $834,877 | +13.0% | 6,811 | +14.0% | 0.15% | +17.6% |
| Q1 2023 | $738,876 | -1.3% | 5,973 | -0.2% | 0.13% | -11.5% |
| Q4 2022 | $748,384 | +23.9% | 5,982 | +10.5% | 0.15% | +7.2% |
| Q3 2022 | $604,000 | +1.7% | 5,413 | +8.1% | 0.14% | +4.5% |
| Q2 2022 | $594,000 | -7.0% | 5,006 | +0.3% | 0.13% | -2.9% |
| Q1 2022 | $639,000 | -1.4% | 4,991 | -0.5% | 0.14% | -4.9% |
| Q4 2021 | $648,000 | +6.8% | 5,018 | -2.9% | 0.14% | -2.7% |
| Q3 2021 | $607,000 | -17.3% | 5,167 | -13.9% | 0.15% | -20.5% |
| Q2 2021 | $734,000 | -4.4% | 6,000 | -7.7% | 0.18% | -7.0% |
| Q1 2021 | $768,000 | -8.7% | 6,504 | -29.5% | 0.20% | -28.4% |
| Q2 2020 | $841,000 | -9.6% | 9,221 | -20.8% | 0.28% | -24.5% |
| Q1 2020 | $930,000 | -25.9% | 11,644 | -0.2% | 0.37% | -8.2% |
| Q4 2019 | $1,255,000 | +4.1% | 11,669 | -0.7% | 0.40% | -4.3% |
| Q3 2019 | $1,206,000 | +5.6% | 11,755 | +3.8% | 0.42% | -1.4% |
| Q2 2019 | $1,142,000 | +0.9% | 11,321 | -0.6% | 0.42% | -10.5% |
| Q1 2019 | $1,132,000 | +13.3% | 11,387 | +2.0% | 0.48% | -8.3% |
| Q4 2018 | $999,000 | -7.6% | 11,159 | +1.1% | 0.52% | +3.6% |
| Q3 2018 | $1,081,000 | +6.7% | 11,039 | +1.0% | 0.50% | -11.2% |
| Q2 2018 | $1,013,000 | -1.8% | 10,933 | -3.4% | 0.56% | -8.0% |
| Q1 2018 | $1,032,000 | +23.7% | 11,316 | +28.1% | 0.61% | +2.2% |
| Q4 2017 | $834,000 | – | 8,832 | – | 0.60% | – |
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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% |