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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,788 | -99.9% | 22,283 | -0.1% | 1.47% | -2.3% |
| Q3 2022 | $2,487,000 | -6.9% | 22,305 | -0.9% | 1.50% | -8.8% |
| Q2 2022 | $2,672,000 | -7.4% | 22,509 | 0.0% | 1.65% | +7.8% |
| Q1 2022 | $2,884,000 | +3.6% | 22,509 | +4.4% | 1.53% | +9.8% |
| Q4 2021 | $2,783,000 | +7.3% | 21,553 | -2.3% | 1.39% | +1.4% |
| Q3 2021 | $2,593,000 | -4.0% | 22,063 | -0.1% | 1.37% | -6.2% |
| Q2 2021 | $2,701,000 | +0.9% | 22,090 | -2.7% | 1.46% | -2.7% |
| Q1 2021 | $2,678,000 | +2.8% | 22,693 | -7.7% | 1.51% | -2.6% |
| Q4 2020 | $2,606,000 | +8.6% | 24,597 | -5.3% | 1.55% | -7.8% |
| Q3 2020 | $2,400,000 | -3.0% | 25,973 | -4.2% | 1.68% | -7.8% |
| Q2 2020 | $2,473,000 | +0.2% | 27,120 | -12.2% | 1.82% | -18.0% |
| Q1 2020 | $2,468,000 | -37.9% | 30,901 | -16.4% | 2.22% | -22.4% |
| Q4 2019 | $3,976,000 | +3.7% | 36,958 | -1.1% | 2.85% | +3.6% |
| Q3 2019 | $3,835,000 | +13.0% | 37,383 | +11.1% | 2.75% | +9.3% |
| Q2 2019 | $3,394,000 | +9.5% | 33,648 | +7.9% | 2.52% | +7.5% |
| Q1 2019 | $3,100,000 | +14.0% | 31,179 | +2.6% | 2.34% | +2.8% |
| Q4 2018 | $2,720,000 | -8.1% | 30,384 | +0.5% | 2.28% | -14.6% |
| Q3 2018 | $2,960,000 | -2.4% | 30,226 | -7.6% | 2.67% | -3.5% |
| Q2 2018 | $3,033,000 | +9.0% | 32,718 | +7.2% | 2.77% | +5.2% |
| Q1 2018 | $2,782,000 | -3.1% | 30,507 | +0.4% | 2.63% | -4.2% |
| Q4 2017 | $2,872,000 | – | 30,397 | – | 2.75% | – |
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% |