SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $904,000 | 0.0% | 11,325 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $904,000 | -37.9% | 11,325 | -16.3% | 0.03% | -23.1% |
| Q4 2019 | $1,455,000 | -38.5% | 13,525 | -41.3% | 0.04% | +44.4% |
| Q3 2019 | $2,364,000 | -37.7% | 23,050 | -38.7% | 0.03% | -3.6% |
| Q2 2019 | $3,792,000 | +204.6% | 37,575 | +200.0% | 0.03% | -3.4% |
| Q1 2019 | $1,245,000 | +3.7% | 12,525 | -7.4% | 0.03% | +38.1% |
| Q4 2018 | $1,201,000 | -9.0% | 13,525 | 0.0% | 0.02% | +10.5% |
| Q3 2018 | $1,320,000 | +5.3% | 13,525 | 0.0% | 0.02% | +5.6% |
| Q2 2018 | $1,254,000 | -2.6% | 13,525 | -4.2% | 0.02% | 0.0% |
| Q1 2018 | $1,288,000 | -10.7% | 14,125 | -7.2% | 0.02% | -5.3% |
| Q4 2017 | $1,442,000 | – | 15,225 | – | 0.02% | – |
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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% |