SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,927,478 | +17.2% | 25,454 | +24.9% | 0.33% | +20.2% |
| Q2 2023 | $2,497,251 | +2.0% | 20,372 | +2.9% | 0.27% | -3.2% |
| Q1 2023 | $2,448,927 | -22.4% | 19,796 | -21.5% | 0.28% | -32.3% |
| Q4 2022 | $3,156,912 | +14.9% | 25,233 | +2.4% | 0.42% | +4.5% |
| Q3 2022 | $2,748,000 | +0.3% | 24,644 | +6.7% | 0.40% | +5.6% |
| Q2 2022 | $2,741,000 | +134.7% | 23,096 | +155.3% | 0.38% | +196.1% |
| Q4 2021 | $1,168,000 | +16.3% | 9,046 | +5.9% | 0.13% | -8.0% |
| Q3 2021 | $1,004,000 | -4.4% | 8,540 | -0.5% | 0.14% | -63.4% |
| Q2 2021 | $1,050,000 | +8.1% | 8,584 | +4.4% | 0.38% | -5.5% |
| Q1 2021 | $971,000 | +14.6% | 8,226 | +3.0% | 0.40% | 0.0% |
| Q4 2020 | $847,000 | +14.9% | 7,987 | 0.0% | 0.40% | +1.0% |
| Q3 2020 | $737,000 | -7.8% | 7,987 | -8.9% | 0.40% | -10.2% |
| Q2 2020 | $799,000 | +4.6% | 8,763 | -8.4% | 0.44% | -36.5% |
| Q1 2020 | $764,000 | -99.9% | 9,564 | -23.0% | 0.69% | -36.4% |
| Q4 2019 | $1,336,235,000 | +128260.7% | 12,422 | +5.8% | 1.09% | -27.4% |
| Q3 2019 | $1,041,000 | -1.6% | 11,739 | +11.9% | 1.50% | +428.5% |
| Q2 2019 | $1,058,000 | +7.5% | 10,491 | +5.2% | 0.28% | -74.5% |
| Q1 2019 | $984,000 | +184.4% | 9,977 | +172.1% | 1.11% | +750.4% |
| Q4 2017 | $346,000 | – | 3,666 | – | 0.13% | – |
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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% |