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 2020 | $483,000 | -33.7% | 5,232 | -34.5% | 0.30% | -38.1% |
Q2 2020 | $728,000 | +14.1% | 7,986 | -0.0% | 0.48% | -0.8% |
Q1 2020 | $638,000 | -49.9% | 7,987 | -32.5% | 0.48% | -40.4% |
Q4 2019 | $1,273,000 | +4.7% | 11,837 | -0.1% | 0.81% | -8.9% |
Q3 2019 | $1,216,000 | -0.7% | 11,847 | -2.5% | 0.89% | -0.8% |
Q2 2019 | $1,225,000 | +1.4% | 12,147 | 0.0% | 0.90% | -5.0% |
Q1 2019 | $1,208,000 | +11.1% | 12,147 | 0.0% | 0.94% | +6.2% |
Q4 2018 | $1,087,000 | – | 12,147 | – | 0.89% | – |
Download |
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% |