SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $376,081 | -23.7% | 3,006 | -25.5% | 0.15% | -20.7% |
| Q2 2021 | $493,000 | +52.2% | 4,034 | +34.1% | 0.19% | -4.5% |
| Q4 2019 | $324,000 | +16.5% | 3,008 | +11.0% | 0.20% | +1.5% |
| Q3 2019 | $278,000 | -3.5% | 2,709 | -5.0% | 0.20% | -2.5% |
| Q2 2019 | $288,000 | +2.1% | 2,851 | +0.4% | 0.20% | -35.8% |
| Q1 2019 | $282,000 | +80.8% | 2,839 | +63.3% | 0.32% | +132.1% |
| Q4 2018 | $156,000 | – | 1,738 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |