SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $780,000 | +28.1% | 6,038 | +16.6% | 0.09% | +5.7% |
| Q3 2021 | $609,000 | +1.3% | 5,179 | +5.3% | 0.09% | -1.1% |
| Q2 2021 | $601,000 | +4.2% | 4,918 | +0.7% | 0.09% | -14.4% |
| Q1 2021 | $577,000 | +12.5% | 4,886 | +0.8% | 0.10% | -8.0% |
| Q4 2020 | $513,000 | +40.2% | 4,846 | +22.4% | 0.11% | -4.2% |
| Q3 2020 | $366,000 | -12.4% | 3,958 | -13.6% | 0.12% | -25.8% |
| Q2 2020 | $418,000 | -9.1% | 4,580 | -20.4% | 0.16% | -34.8% |
| Q1 2020 | $460,000 | -24.5% | 5,756 | +1.7% | 0.24% | -1.6% |
| Q4 2019 | $609,000 | +62.8% | 5,660 | +55.2% | 0.25% | +6.0% |
| Q3 2019 | $374,000 | +3.0% | 3,648 | +1.4% | 0.23% | +0.4% |
| Q2 2019 | $363,000 | +25.2% | 3,597 | +23.5% | 0.23% | +5.4% |
| Q1 2019 | $290,000 | +5.8% | 2,913 | -5.0% | 0.22% | -16.3% |
| Q4 2018 | $274,000 | -3.9% | 3,065 | +5.2% | 0.26% | +24.5% |
| Q3 2018 | $285,000 | +8.8% | 2,913 | +3.0% | 0.21% | -6.2% |
| Q2 2018 | $262,000 | -5.4% | 2,828 | -6.9% | 0.23% | -14.7% |
| Q1 2018 | $277,000 | – | 3,039 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |