SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,682,366 | -12.2% | 14,628 | -6.4% | 0.17% | -12.4% |
| Q2 2023 | $1,915,680 | -12.5% | 15,628 | -11.7% | 0.19% | -17.5% |
| Q1 2023 | $2,190,329 | -5.6% | 17,705 | -4.6% | 0.23% | -11.0% |
| Q4 2022 | $2,320,815 | +12.2% | 18,550 | 0.0% | 0.26% | +34.9% |
| Q3 2022 | $2,068,000 | -6.1% | 18,550 | 0.0% | 0.20% | -26.4% |
| Q2 2022 | $2,202,000 | -7.3% | 18,550 | 0.0% | 0.26% | +6.0% |
| Q1 2022 | $2,376,000 | +3.7% | 18,550 | +4.5% | 0.25% | +3.7% |
| Q4 2021 | $2,292,000 | -11.1% | 17,750 | -19.0% | 0.24% | -19.1% |
| Q3 2021 | $2,577,000 | -3.9% | 21,925 | 0.0% | 0.30% | -2.0% |
| Q2 2021 | $2,681,000 | +3.6% | 21,925 | 0.0% | 0.30% | +0.3% |
| Q1 2021 | $2,588,000 | +11.1% | 21,925 | -0.3% | 0.30% | -1.3% |
| Q4 2020 | $2,329,000 | +912.6% | 21,990 | +782.1% | 0.31% | +379.7% |
| Q3 2020 | $230,000 | +1.3% | 2,493 | 0.0% | 0.06% | -4.5% |
| Q2 2020 | $227,000 | +6.6% | 2,493 | +25.7% | 0.07% | -1.5% |
| Q4 2019 | $213,000 | -36.4% | 1,983 | -39.3% | 0.07% | -41.4% |
| Q3 2019 | $335,000 | +0.6% | 3,269 | -1.0% | 0.12% | -32.2% |
| Q2 2019 | $333,000 | +1.5% | 3,301 | 0.0% | 0.17% | -9.0% |
| Q1 2019 | $328,000 | – | 3,301 | – | 0.19% | – |
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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% |