SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 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 | 2,370,763 | $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% |