SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 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 2023 | $12,075 | +907.9% | 123 | -1.6% | 0.03% | +450.0% |
| Q4 2022 | $1,198 | -99.9% | 125 | -65.0% | 0.01% | 0.0% |
| Q1 2020 | $2,083,000 | +1346.5% | 357 | +2.9% | 0.01% | -93.9% |
| Q4 2019 | $144,000 | +234.9% | 347 | -18.0% | 0.10% | +167.6% |
| Q3 2019 | $43,000 | -10.4% | 423 | -10.4% | 0.04% | -5.1% |
| Q2 2019 | $48,000 | -30.4% | 472 | -31.6% | 0.04% | -30.4% |
| Q1 2019 | $69,000 | -59.6% | 690 | -62.8% | 0.06% | -68.7% |
| Q3 2018 | $171,000 | +17.9% | 1,857 | +23.1% | 0.18% | +31.6% |
| Q2 2018 | $145,000 | +52.6% | 1,508 | +42.7% | 0.14% | +40.2% |
| Q1 2018 | $95,000 | – | 1,057 | – | 0.10% | – |
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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% |