SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 749 filers reported holding SPDR SERIES TRUST in Q3 2019. The put-call ratio across all filers is 0.40 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,380,124 | -7.6% | 12,000 | -1.5% | 0.03% | 0.0% |
| Q2 2023 | $1,492,984 | -6.0% | 12,180 | -5.1% | 0.03% | -18.8% |
| Q1 2023 | $1,588,196 | -0.5% | 12,838 | +0.6% | 0.03% | -8.6% |
| Q4 2022 | $1,596,662 | +26.6% | 12,762 | +12.8% | 0.04% | +20.7% |
| Q3 2022 | $1,261,000 | +55.9% | 11,312 | +65.9% | 0.03% | +61.1% |
| Q2 2022 | $809,000 | -14.7% | 6,818 | -7.9% | 0.02% | +5.9% |
| Q1 2022 | $948,000 | +0.2% | 7,401 | +1.0% | 0.02% | +6.2% |
| Q4 2021 | $946,000 | +13.0% | 7,326 | +2.9% | 0.02% | +6.7% |
| Q3 2021 | $837,000 | -3.8% | 7,118 | +0.0% | 0.02% | -6.2% |
| Q2 2021 | $870,000 | +9.7% | 7,117 | +5.9% | 0.02% | +6.7% |
| Q1 2021 | $793,000 | +11.4% | 6,722 | +0.0% | 0.02% | +7.1% |
| Q4 2020 | $712,000 | +14.7% | 6,721 | +0.0% | 0.01% | -6.7% |
| Q3 2020 | $621,000 | +1.3% | 6,720 | +0.0% | 0.02% | 0.0% |
| Q2 2020 | $613,000 | +14.4% | 6,718 | +0.0% | 0.02% | -6.2% |
| Q1 2020 | $536,000 | -25.8% | 6,717 | +0.0% | 0.02% | 0.0% |
| Q4 2019 | $722,000 | +4.8% | 6,716 | +0.0% | 0.02% | 0.0% |
| Q3 2019 | $689,000 | -5.1% | 6,714 | -6.8% | 0.02% | -5.9% |
| Q2 2019 | $726,000 | +1.4% | 7,200 | +0.0% | 0.02% | +6.2% |
| Q1 2019 | $716,000 | +11.2% | 7,199 | +0.0% | 0.02% | -5.9% |
| Q4 2018 | $644,000 | -37.7% | 7,197 | -31.8% | 0.02% | -19.0% |
| Q3 2018 | $1,034,000 | -9.5% | 10,560 | -14.3% | 0.02% | -8.7% |
| Q2 2018 | $1,142,000 | +1.7% | 12,317 | +0.0% | 0.02% | +4.5% |
| Q1 2018 | $1,123,000 | +72.0% | 12,316 | +78.2% | 0.02% | +69.2% |
| Q4 2017 | $653,000 | +14.4% | 6,913 | +10.5% | 0.01% | +18.2% |
| Q3 2017 | $571,000 | +2.7% | 6,257 | +0.0% | 0.01% | 0.0% |
| Q2 2017 | $556,000 | – | 6,254 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |