SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,213 | -13.5% | 3,845 | -7.8% | 0.06% | -10.0% |
| Q2 2023 | $511,213 | -0.9% | 4,170 | 0.0% | 0.07% | -6.7% |
| Q1 2023 | $515,926 | -1.1% | 4,170 | 0.0% | 0.08% | -3.8% |
| Q4 2022 | $521,764 | +12.2% | 4,170 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $465,000 | -6.1% | 4,170 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $495,000 | -7.3% | 4,170 | 0.0% | 0.08% | +5.6% |
| Q1 2022 | $534,000 | -0.7% | 4,170 | 0.0% | 0.07% | +2.9% |
| Q4 2021 | $538,000 | +12.8% | 4,170 | +2.9% | 0.07% | +4.5% |
| Q3 2021 | $477,000 | -3.8% | 4,054 | 0.0% | 0.07% | -5.6% |
| Q2 2021 | $496,000 | +10.2% | 4,054 | +6.4% | 0.07% | +6.0% |
| Q1 2021 | $450,000 | +11.4% | 3,809 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $404,000 | +14.8% | 3,809 | 0.0% | 0.07% | 0.0% |
| Q3 2020 | $352,000 | +1.4% | 3,809 | 0.0% | 0.07% | +3.0% |
| Q2 2020 | $347,000 | +25.7% | 3,809 | +10.3% | 0.07% | +4.8% |
| Q1 2020 | $276,000 | -25.6% | 3,454 | +0.3% | 0.06% | +3.3% |
| Q4 2019 | $371,000 | +16.3% | 3,444 | +10.8% | 0.06% | +8.9% |
| Q3 2019 | $319,000 | +1.6% | 3,109 | +0.0% | 0.06% | 0.0% |
| Q2 2019 | $314,000 | +1.6% | 3,108 | +0.0% | 0.06% | +5.7% |
| Q1 2019 | $309,000 | +11.2% | 3,107 | +0.1% | 0.05% | +1.9% |
| Q4 2018 | $278,000 | -8.6% | 3,105 | +0.0% | 0.05% | +8.3% |
| Q3 2018 | $304,000 | +32.2% | 3,104 | +25.2% | 0.05% | +26.3% |
| Q2 2018 | $230,000 | +13.3% | 2,480 | -4.6% | 0.04% | +65.2% |
| Q1 2015 | $203,000 | -1.0% | 2,600 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $205,000 | -12.0% | 2,600 | -16.5% | 0.02% | -14.8% |
| Q3 2014 | $233,000 | +12.0% | 3,115 | +10.0% | 0.03% | +8.0% |
| Q1 2014 | $208,000 | – | 2,833 | – | 0.02% | – |
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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% |