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 | $141,117 | -6.2% | 1,227 | 0.0% | 0.08% | -8.0% |
| Q2 2023 | $150,406 | -0.9% | 1,227 | 0.0% | 0.09% | -10.3% |
| Q1 2023 | $151,792 | -1.1% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $153,510 | +12.1% | 1,227 | 0.0% | 0.10% | -1.9% |
| Q3 2022 | $137,000 | -6.2% | 1,227 | 0.0% | 0.10% | -2.8% |
| Q2 2022 | $146,000 | -7.0% | 1,227 | 0.0% | 0.11% | +8.2% |
| Q1 2022 | $157,000 | -0.6% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q4 2021 | $158,000 | +9.0% | 1,227 | 0.0% | 0.10% | +1.1% |
| Q3 2021 | $145,000 | -3.3% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $150,000 | +3.4% | 1,227 | 0.0% | 0.10% | -7.5% |
| Q1 2021 | $145,000 | +11.5% | 1,227 | 0.0% | 0.11% | +11.5% |
| Q4 2020 | $130,000 | +15.0% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q3 2020 | $113,000 | +1.8% | 1,227 | 0.0% | 0.09% | -6.0% |
| Q2 2020 | $111,000 | +13.3% | 1,227 | 0.0% | 0.10% | +9.9% |
| Q1 2020 | $98,000 | -25.8% | 1,227 | 0.0% | 0.09% | -25.4% |
| Q4 2019 | $132,000 | – | 1,227 | – | 0.12% | – |
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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% |