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 2020 | $2,868,000 | -9.0% | 31,043 | -10.2% | 0.46% | -16.1% |
| Q2 2020 | $3,153,000 | +30.5% | 34,574 | +14.2% | 0.55% | +10.5% |
| Q1 2020 | $2,417,000 | -3.6% | 30,270 | +29.9% | 0.50% | +12.7% |
| Q4 2019 | $2,506,000 | +10.0% | 23,300 | +4.9% | 0.44% | +5.3% |
| Q3 2019 | $2,278,000 | +11.2% | 22,203 | +9.4% | 0.42% | +11.5% |
| Q2 2019 | $2,048,000 | +2.3% | 20,302 | +0.9% | 0.38% | -3.4% |
| Q1 2019 | $2,001,000 | +76.1% | 20,126 | +58.6% | 0.39% | +50.4% |
| Q4 2018 | $1,136,000 | -6.5% | 12,692 | +2.3% | 0.26% | -0.4% |
| Q3 2018 | $1,215,000 | -0.3% | 12,407 | -5.7% | 0.26% | -3.0% |
| Q2 2018 | $1,219,000 | +8.4% | 13,155 | +6.6% | 0.27% | +3.9% |
| Q1 2018 | $1,125,000 | -5.3% | 12,338 | -1.9% | 0.26% | -25.9% |
| Q4 2017 | $1,188,000 | +13.7% | 12,577 | +9.9% | 0.35% | +4.2% |
| Q3 2017 | $1,045,000 | +20.9% | 11,440 | +17.6% | 0.33% | +14.0% |
| Q2 2017 | $864,000 | +9.1% | 9,725 | +8.2% | 0.29% | +3.5% |
| Q1 2017 | $792,000 | +2.2% | 8,984 | -0.8% | 0.28% | -6.6% |
| Q4 2016 | $775,000 | +160.9% | 9,053 | +157.0% | 0.30% | +139.7% |
| Q3 2016 | $297,000 | -1.0% | 3,522 | -1.6% | 0.13% | -6.7% |
| Q2 2016 | $300,000 | +1.4% | 3,581 | -3.5% | 0.14% | -7.5% |
| Q1 2016 | $296,000 | +7.6% | 3,709 | -0.7% | 0.15% | +2.1% |
| Q4 2015 | $275,000 | +1.1% | 3,736 | -0.9% | 0.14% | -7.7% |
| Q3 2015 | $272,000 | -8.4% | 3,769 | -3.3% | 0.16% | -9.9% |
| Q2 2015 | $297,000 | -5.1% | 3,897 | -2.6% | 0.17% | -7.0% |
| Q1 2015 | $313,000 | -0.6% | 4,003 | +0.1% | 0.18% | -13.1% |
| Q4 2014 | $315,000 | -13.2% | 4,000 | -17.4% | 0.21% | -19.6% |
| Q3 2014 | $363,000 | -6.4% | 4,845 | -4.4% | 0.26% | -4.7% |
| Q2 2014 | $388,000 | +1.0% | 5,068 | -2.8% | 0.28% | +0.4% |
| Q1 2014 | $384,000 | -4.7% | 5,216 | -5.9% | 0.28% | -8.9% |
| Q4 2013 | $403,000 | – | 5,544 | – | 0.30% | – |
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% |