SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,412 | -13.0% | 4,238 | -7.2% | 0.06% | -11.1% |
| Q2 2023 | $559,945 | +92914.1% | 4,568 | -6.2% | 0.07% | -10.0% |
| Q1 2023 | $602 | -16.7% | 4,868 | -15.8% | 0.08% | -20.8% |
| Q4 2022 | $723 | -99.9% | 5,779 | +16.2% | 0.10% | +27.8% |
| Q3 2022 | $555,000 | -12.9% | 4,975 | -7.3% | 0.08% | -7.1% |
| Q2 2022 | $637,000 | +40.6% | 5,369 | +51.8% | 0.08% | +77.1% |
| Q1 2022 | $453,000 | -1.5% | 3,538 | -0.7% | 0.05% | +14.3% |
| Q4 2021 | $460,000 | +9.8% | 3,563 | 0.0% | 0.04% | +7.7% |
| Q3 2021 | $419,000 | -3.9% | 3,563 | 0.0% | 0.04% | +5.4% |
| Q2 2021 | $436,000 | +1.2% | 3,563 | -2.3% | 0.04% | -5.1% |
| Q1 2021 | $431,000 | +1.2% | 3,648 | -9.2% | 0.04% | +2.6% |
| Q4 2020 | $426,000 | +7.3% | 4,018 | -6.4% | 0.04% | +2.7% |
| Q3 2020 | $397,000 | -73.9% | 4,293 | -74.2% | 0.04% | -73.9% |
| Q2 2020 | $1,519,000 | +7.0% | 16,657 | -6.4% | 0.14% | -3.4% |
| Q1 2020 | $1,420,000 | -50.4% | 17,787 | -33.2% | 0.15% | -26.5% |
| Q4 2019 | $2,864,000 | -17.7% | 26,629 | -21.5% | 0.20% | -20.9% |
| Q3 2019 | $3,481,000 | +274.3% | 33,924 | +268.1% | 0.25% | +277.6% |
| Q2 2019 | $930,000 | – | 9,215 | – | 0.07% | – |
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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% |