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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,425 | -0.9% | 1,684 | 0.0% | 0.10% | -3.0% |
| Q1 2023 | $208,328 | -1.1% | 1,684 | 0.0% | 0.10% | -3.9% |
| Q4 2022 | $210,685 | -2.5% | 1,684 | 0.0% | 0.10% | +6.2% |
| Q1 2022 | $216,000 | -0.5% | 1,684 | 0.0% | 0.10% | -11.0% |
| Q4 2021 | $217,000 | +5.3% | 1,684 | 0.0% | 0.11% | -5.2% |
| Q2 2021 | $206,000 | -9.6% | 1,684 | -21.6% | 0.12% | -20.1% |
| Q4 2020 | $228,000 | +2.2% | 2,148 | -12.3% | 0.14% | -15.3% |
| Q2 2020 | $223,000 | -15.2% | 2,448 | 0.0% | 0.17% | +2.4% |
| Q4 2019 | $263,000 | +22.3% | 2,448 | +17.1% | 0.17% | +16.9% |
| Q3 2019 | $215,000 | +0.5% | 2,091 | 0.0% | 0.14% | -0.7% |
| Q2 2019 | $214,000 | +2.9% | 2,091 | 0.0% | 0.14% | -2.1% |
| Q1 2019 | $208,000 | +2.0% | 2,091 | -8.3% | 0.15% | -7.6% |
| Q4 2018 | $204,000 | -2.9% | 2,280 | 0.0% | 0.16% | +1.3% |
| Q3 2018 | $210,000 | -0.5% | 2,280 | 0.0% | 0.16% | 0.0% |
| Q2 2018 | $211,000 | +1.4% | 2,280 | 0.0% | 0.16% | -2.5% |
| Q1 2018 | $208,000 | -3.3% | 2,280 | 0.0% | 0.16% | +1.3% |
| Q4 2017 | $215,000 | – | 2,280 | – | 0.16% | – |
Download | ||||||
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% |