SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 861 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,041,859 | -3.1% | 8,192 | 0.0% | 0.41% | -1.5% |
| Q1 2024 | $1,075,118 | +5.0% | 8,192 | 0.0% | 0.41% | -10.4% |
| Q4 2023 | $1,023,754 | +8.7% | 8,192 | 0.0% | 0.46% | +2.0% |
| Q3 2023 | $942,162 | -6.2% | 8,192 | 0.0% | 0.45% | -5.2% |
| Q2 2023 | $1,004,175 | -0.9% | 8,192 | 0.0% | 0.48% | -4.8% |
| Q1 2023 | $1,013,432 | -1.1% | 8,192 | 0.0% | 0.50% | +1.2% |
| Q4 2022 | $1,024,901 | +12.3% | 8,192 | 0.0% | 0.50% | -0.2% |
| Q3 2022 | $913,000 | -6.1% | 8,192 | 0.0% | 0.50% | +1.8% |
| Q2 2022 | $972,000 | -7.3% | 8,192 | 0.0% | 0.49% | -2.0% |
| Q1 2022 | $1,049,000 | -0.9% | 8,192 | 0.0% | 0.50% | +2.9% |
| Q4 2021 | $1,058,000 | +9.9% | 8,192 | 0.0% | 0.48% | +2.3% |
| Q3 2021 | $963,000 | -3.9% | 8,192 | 0.0% | 0.47% | +8.8% |
| Q2 2021 | $1,002,000 | +3.6% | 8,192 | 0.0% | 0.43% | -4.8% |
| Q1 2021 | $967,000 | +11.4% | 8,192 | 0.0% | 0.46% | +1.6% |
| Q4 2020 | $868,000 | +14.7% | 8,192 | 0.0% | 0.45% | -5.7% |
| Q3 2020 | $757,000 | +1.3% | 8,192 | 0.0% | 0.48% | 0.0% |
| Q2 2020 | $747,000 | +14.2% | 8,192 | 0.0% | 0.48% | +3.3% |
| Q1 2020 | $654,000 | -25.8% | 8,192 | 0.0% | 0.46% | -22.9% |
| Q4 2019 | $881,000 | – | 8,192 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |