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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,190,515 | -31.0% | 19,046 | -26.4% | 0.09% | -18.4% |
| Q2 2023 | $3,173,589 | +2.6% | 25,890 | +3.5% | 0.11% | -5.0% |
| Q1 2023 | $3,094,206 | -1.3% | 25,012 | -0.1% | 0.12% | -8.4% |
| Q4 2022 | $3,133,458 | +22.5% | 25,046 | +9.2% | 0.13% | +12.9% |
| Q3 2022 | $2,557,000 | -3.3% | 22,940 | +3.0% | 0.12% | -2.5% |
| Q2 2022 | $2,643,000 | -5.5% | 22,271 | +2.0% | 0.12% | +6.2% |
| Q1 2022 | $2,797,000 | +14.6% | 21,834 | +15.5% | 0.11% | -10.4% |
| Q4 2021 | $2,440,000 | +52.2% | 18,900 | +44.1% | 0.12% | +56.2% |
| Q2 2021 | $1,603,372 | +5.4% | 13,112 | +1.7% | 0.08% | -8.0% |
| Q1 2021 | $1,521,678 | +13.6% | 12,892 | +2.0% | 0.09% | -1.1% |
| Q4 2020 | $1,339,198 | +19.8% | 12,642 | +4.5% | 0.09% | -2.2% |
| Q3 2020 | $1,118,252 | +10.4% | 12,102 | +9.0% | 0.09% | +3.4% |
| Q2 2020 | $1,012,529 | +19.4% | 11,102 | +4.5% | 0.09% | -5.4% |
| Q1 2020 | $848,297 | -23.3% | 10,622 | +3.3% | 0.09% | -2.1% |
| Q4 2019 | $1,106,174 | +9.6% | 10,283 | +4.6% | 0.09% | -3.1% |
| Q3 2019 | $1,008,896 | +13.8% | 9,833 | -46.6% | 0.10% | +21.2% |
| Q2 2019 | $886,722 | +19.0% | 18,412 | +145.7% | 0.08% | -1.2% |
| Q1 2019 | $744,909 | +30.4% | 7,493 | +17.4% | 0.08% | +9.5% |
| Q4 2018 | $571,317 | +12.7% | 6,382 | +23.3% | 0.07% | +27.6% |
| Q3 2018 | $507,082 | +33.0% | 5,178 | +25.9% | 0.06% | +18.4% |
| Q2 2018 | $381,182 | +54.1% | 4,112 | +51.6% | 0.05% | +36.1% |
| Q1 2018 | $247,334 | +8.5% | 2,712 | +12.4% | 0.04% | +9.1% |
| Q4 2017 | $227,886 | – | 2,412 | – | 0.03% | – |
Download | ||||||
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% |