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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,490,658 | -1.4% | 21,657 | +5.1% | 1.07% | +3.4% |
| Q2 2023 | $2,526,494 | -0.5% | 20,611 | -1.0% | 1.03% | -7.8% |
| Q1 2023 | $2,538,237 | -16.0% | 20,824 | -10.7% | 1.12% | -10.4% |
| Q4 2022 | $3,022,581 | +590.1% | 23,308 | +586.9% | 1.25% | +622.5% |
| Q2 2022 | $438,000 | -72.8% | 3,393 | -74.1% | 0.17% | -76.8% |
| Q1 2022 | $1,613,000 | +52.7% | 13,111 | +55.5% | 0.75% | +61.7% |
| Q4 2021 | $1,056,000 | +25.4% | 8,429 | +26.4% | 0.46% | +22.9% |
| Q3 2021 | $842,000 | -22.3% | 6,671 | -24.7% | 0.38% | -22.2% |
| Q2 2021 | $1,084,000 | +13.9% | 8,864 | +9.9% | 0.48% | +5.9% |
| Q1 2021 | $952,000 | +30.8% | 8,066 | +17.4% | 0.46% | +24.3% |
| Q4 2020 | $728,000 | +131.1% | 6,872 | +104.5% | 0.37% | +186.7% |
| Q2 2020 | $315,000 | +18.0% | 3,360 | +0.6% | 0.13% | +2.4% |
| Q1 2020 | $267,000 | -25.6% | 3,341 | 0.0% | 0.12% | -16.1% |
| Q4 2019 | $359,000 | +1.7% | 3,341 | -4.7% | 0.15% | +53.6% |
| Q3 2019 | $353,000 | +32.7% | 3,504 | +32.9% | 0.10% | +27.6% |
| Q2 2019 | $266,000 | -25.9% | 2,636 | -27.0% | 0.08% | -24.8% |
| Q1 2019 | $359,000 | +7.8% | 3,612 | -3.0% | 0.10% | -6.5% |
| Q4 2018 | $333,000 | – | 3,724 | – | 0.11% | – |
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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% |