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 2022 | $10,579,806 | -6.5% | 94,886 | -0.5% | 0.45% | -3.7% |
| Q2 2022 | $11,317,493 | -8.1% | 95,353 | -0.8% | 0.46% | +10.5% |
| Q1 2022 | $12,319,585 | +2.0% | 96,164 | +2.8% | 0.42% | +3.2% |
| Q4 2021 | $12,079,089 | +13.9% | 93,549 | +3.7% | 0.41% | +2.5% |
| Q3 2021 | $10,601,358 | -2.2% | 90,186 | +1.8% | 0.40% | -5.2% |
| Q2 2021 | $10,837,079 | +5.9% | 88,625 | +2.2% | 0.42% | -6.0% |
| Q1 2021 | $10,232,378 | +12.7% | 86,693 | +1.1% | 0.45% | -3.9% |
| Q4 2020 | $9,082,911 | +19.3% | 85,744 | +4.0% | 0.46% | +5.9% |
| Q3 2020 | $7,614,581 | +1.7% | 82,409 | +0.4% | 0.44% | -10.0% |
| Q2 2020 | $7,484,628 | +22.7% | 82,068 | +7.4% | 0.49% | -3.7% |
| Q1 2020 | $6,100,473 | -23.7% | 76,390 | +2.8% | 0.51% | -10.7% |
| Q4 2019 | $7,990,643 | +9.3% | 74,283 | +4.3% | 0.57% | -5.2% |
| Q3 2019 | $7,310,391 | +7.8% | 71,251 | +5.9% | 0.60% | +4.7% |
| Q2 2019 | $6,784,414 | +7.8% | 67,252 | +6.2% | 0.57% | -3.5% |
| Q1 2019 | $6,292,343 | +32.5% | 63,297 | +19.3% | 0.59% | +1.0% |
| Q4 2018 | $4,750,256 | -5.0% | 53,064 | +3.9% | 0.59% | +2.1% |
| Q3 2018 | $5,002,568 | +10.2% | 51,083 | +4.3% | 0.58% | -7.0% |
| Q2 2018 | $4,539,616 | +6.5% | 48,971 | +4.8% | 0.62% | -2.5% |
| Q1 2018 | $4,261,136 | -2.9% | 46,723 | +0.6% | 0.63% | -8.6% |
| Q4 2017 | $4,388,571 | – | 46,450 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |