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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,424,012 | -11.0% | 35,600 | -10.4% | 3.27% | -11.5% |
| Q4 2022 | $4,970,045 | +5.1% | 39,754 | +3.7% | 3.69% | +4.5% |
| Q3 2022 | $4,728,000 | -1.9% | 38,342 | -5.4% | 3.53% | +1.5% |
| Q2 2022 | $4,820,000 | -9.2% | 40,522 | -1.1% | 3.48% | +1.9% |
| Q1 2022 | $5,307,000 | -0.9% | 40,987 | -0.2% | 3.41% | +1.4% |
| Q4 2021 | $5,354,000 | +11.5% | 41,057 | +1.1% | 3.36% | +0.7% |
| Q3 2021 | $4,803,000 | -5.1% | 40,612 | -1.7% | 3.34% | -3.2% |
| Q2 2021 | $5,059,000 | +9.3% | 41,317 | +5.4% | 3.45% | +1.6% |
| Q1 2021 | $4,627,000 | +12.6% | 39,198 | +0.5% | 3.40% | -0.4% |
| Q4 2020 | $4,109,000 | +13.5% | 38,998 | -0.5% | 3.41% | -4.6% |
| Q3 2020 | $3,620,000 | -18.6% | 39,180 | -19.7% | 3.58% | -21.2% |
| Q2 2020 | $4,447,000 | +17.5% | 48,763 | -0.3% | 4.54% | -0.7% |
| Q1 2020 | $3,786,000 | -26.6% | 48,910 | +1.7% | 4.57% | -3.8% |
| Q4 2019 | $5,161,000 | +6.1% | 48,081 | +1.5% | 4.75% | +9.4% |
| Q3 2019 | $4,862,000 | +2.9% | 47,385 | +1.4% | 4.34% | -1.3% |
| Q2 2019 | $4,727,000 | +3.8% | 46,714 | +2.5% | 4.40% | +2.7% |
| Q1 2019 | $4,554,000 | +15.6% | 45,562 | +2.7% | 4.28% | -2.0% |
| Q4 2018 | $3,938,000 | -10.5% | 44,351 | -1.3% | 4.37% | +8.9% |
| Q3 2018 | $4,399,000 | +4.8% | 44,924 | -0.8% | 4.01% | -1.8% |
| Q2 2018 | $4,197,000 | – | 45,279 | – | 4.09% | – |
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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% |