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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $150,000 | -6.8% | 1,260 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $161,000 | +22.0% | 1,260 | +22.9% | 0.01% | +16.7% |
| Q4 2021 | $132,000 | -35.1% | 1,025 | -40.8% | 0.01% | -25.0% |
| Q3 2021 | $203,362 | -3.9% | 1,730 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $211,544 | +3.6% | 1,730 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $204,192 | +11.4% | 1,730 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $183,259 | +8.4% | 1,730 | -5.5% | 0.01% | -9.1% |
| Q3 2020 | $169,092 | -18.3% | 1,830 | -19.4% | 0.01% | -31.2% |
| Q2 2020 | $207,024 | +14.2% | 2,270 | 0.0% | 0.02% | -11.1% |
| Q1 2020 | $181,282 | -25.8% | 2,270 | 0.0% | 0.02% | -18.2% |
| Q4 2019 | $244,184 | +4.8% | 2,270 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $232,902 | +1.7% | 2,270 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $228,998 | +1.5% | 2,270 | 0.0% | 0.02% | -8.0% |
| Q1 2019 | $225,661 | +11.0% | 2,270 | 0.0% | 0.02% | -7.4% |
| Q4 2018 | $203,210 | -8.6% | 2,270 | 0.0% | 0.03% | +8.0% |
| Q3 2018 | $222,301 | +5.6% | 2,270 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $210,429 | +1.6% | 2,270 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $207,024 | -12.6% | 2,270 | -9.5% | 0.02% | -13.8% |
| Q4 2017 | $236,861 | +3.4% | 2,507 | 0.0% | 0.03% | -3.3% |
| Q3 2017 | $228,964 | – | 2,507 | – | 0.03% | – |
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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% |