SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,193 | -6.2% | 506 | 0.0% | 0.01% | -7.7% |
Q2 2023 | $62,023 | -0.9% | 506 | 0.0% | 0.01% | -7.1% |
Q1 2023 | $62,595 | +10.5% | 506 | +11.7% | 0.01% | +7.7% |
Q4 2022 | $56,660 | +13.3% | 453 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $50,000 | -7.4% | 453 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $54,000 | -6.9% | 453 | 0.0% | 0.01% | +9.1% |
Q1 2022 | $58,000 | 0.0% | 453 | 0.0% | 0.01% | +10.0% |
Q4 2021 | $58,000 | +9.4% | 453 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $53,000 | -3.6% | 453 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $55,000 | +3.8% | 453 | 0.0% | 0.01% | -9.1% |
Q1 2021 | $53,000 | +10.4% | 453 | 0.0% | 0.01% | +10.0% |
Q4 2020 | $48,000 | +14.3% | 453 | 0.0% | 0.01% | +11.1% |
Q3 2020 | $42,000 | +2.4% | 453 | 0.0% | 0.01% | -10.0% |
Q2 2020 | $41,000 | +13.9% | 453 | 0.0% | 0.01% | -9.1% |
Q1 2020 | $36,000 | -26.5% | 453 | 0.0% | 0.01% | -8.3% |
Q4 2019 | $49,000 | +6.5% | 453 | 0.0% | 0.01% | -7.7% |
Q3 2019 | $46,000 | 0.0% | 453 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $46,000 | +2.2% | 453 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $45,000 | +9.8% | 453 | 0.0% | 0.01% | -7.1% |
Q4 2018 | $41,000 | -63.7% | 453 | -60.8% | 0.01% | -53.3% |
Q3 2018 | $113,000 | +5.6% | 1,156 | 0.0% | 0.03% | 0.0% |
Q2 2018 | $107,000 | +1.9% | 1,156 | 0.0% | 0.03% | 0.0% |
Q1 2018 | $105,000 | -3.7% | 1,156 | 0.0% | 0.03% | -3.2% |
Q4 2017 | $109,000 | +2.8% | 1,156 | 0.0% | 0.03% | -3.1% |
Q3 2017 | $106,000 | +71.0% | 1,156 | +64.4% | 0.03% | +60.0% |
Q2 2017 | $62,000 | 0.0% | 703 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $62,000 | +3.3% | 703 | 0.0% | 0.02% | 0.0% |
Q4 2016 | $60,000 | +1.7% | 703 | 0.0% | 0.02% | 0.0% |
Q3 2016 | $59,000 | 0.0% | 703 | 0.0% | 0.02% | +5.3% |
Q2 2016 | $59,000 | +5.4% | 703 | 0.0% | 0.02% | +5.6% |
Q1 2016 | $56,000 | +7.7% | 703 | 0.0% | 0.02% | +12.5% |
Q4 2015 | $52,000 | – | 703 | – | 0.02% | – |
Download |
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% |