SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
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 | 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% |