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 | $3,972,563 | -2.4% | 34,541 | +4.0% | 0.15% | +2.7% |
| Q2 2023 | $4,070,395 | +100627.4% | 33,206 | +1.6% | 0.15% | -3.9% |
| Q1 2023 | $4,041 | -1.2% | 32,671 | -0.1% | 0.16% | -3.7% |
| Q4 2022 | $4,092 | -99.9% | 32,706 | +3.5% | 0.16% | +7.3% |
| Q3 2022 | $3,522,000 | +18.6% | 31,588 | +26.2% | 0.15% | +23.0% |
| Q2 2022 | $2,970,000 | +763.4% | 25,023 | +833.3% | 0.12% | +542.1% |
| Q1 2022 | $344,000 | +3.9% | 2,681 | +4.5% | 0.02% | +11.8% |
| Q4 2021 | $331,000 | +9.6% | 2,566 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $302,000 | -3.5% | 2,566 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $313,000 | +3.3% | 2,566 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $303,000 | +29.5% | 2,566 | +16.3% | 0.02% | +17.6% |
| Q4 2020 | $234,000 | +7.8% | 2,206 | -6.2% | 0.02% | -5.6% |
| Q3 2020 | $217,000 | -1.4% | 2,351 | +14.6% | 0.02% | -5.3% |
| Q4 2019 | $220,000 | +4.3% | 2,051 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $211,000 | -4.5% | 2,051 | -6.2% | 0.02% | -9.5% |
| Q2 2019 | $221,000 | +8.3% | 2,187 | +6.6% | 0.02% | +5.0% |
| Q1 2019 | $204,000 | +1.5% | 2,051 | 0.0% | 0.02% | -4.8% |
| Q3 2018 | $201,000 | – | 2,051 | – | 0.02% | – |
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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% |