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 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $16,000 | 0.0% | 134 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -57.9% | 134 | -63.0% | 0.00% | -42.9% |
| Q4 2020 | $38,000 | -71.2% | 362 | -74.6% | 0.01% | -75.0% |
| Q3 2020 | $132,000 | +1.5% | 1,428 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $130,000 | +14.0% | 1,428 | 0.0% | 0.03% | -3.4% |
| Q1 2020 | $114,000 | -35.6% | 1,428 | -13.4% | 0.03% | -23.7% |
| Q4 2019 | $177,000 | -28.9% | 1,649 | -32.2% | 0.04% | -13.6% |
| Q3 2019 | $249,000 | +31.1% | 2,431 | +18.7% | 0.04% | +2.3% |
| Q2 2019 | $190,000 | -21.5% | 2,048 | -15.8% | 0.04% | -6.5% |
| Q1 2019 | $242,000 | -43.3% | 2,431 | -49.1% | 0.05% | -50.0% |
| Q4 2018 | $427,000 | +79.4% | 4,773 | +96.3% | 0.09% | +91.7% |
| Q3 2018 | $238,000 | +0.8% | 2,431 | -4.6% | 0.05% | -5.9% |
| Q2 2018 | $236,000 | -2.9% | 2,548 | -4.3% | 0.05% | -5.6% |
| Q1 2018 | $243,000 | +6.6% | 2,663 | +87.5% | 0.05% | 0.0% |
| Q4 2017 | $228,000 | – | 1,420 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |