SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 557 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $323,540 | -0.8% | 2,544 | +2.4% | 0.02% | 0.0% |
| Q1 2024 | $325,994 | +5.0% | 2,484 | 0.0% | 0.02% | -8.0% |
| Q4 2023 | $310,419 | -15.2% | 2,484 | -22.0% | 0.02% | -21.9% |
| Q3 2023 | $366,186 | -6.2% | 3,184 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $390,289 | -0.9% | 3,184 | -0.0% | 0.03% | -8.6% |
| Q1 2023 | $393,977 | +93038.8% | 3,185 | -5.9% | 0.04% | -7.9% |
| Q4 2022 | $423 | -99.9% | 3,385 | 0.0% | 0.04% | +5.6% |
| Q3 2022 | $377,000 | -6.2% | 3,385 | 0.0% | 0.04% | +2.9% |
| Q2 2022 | $402,000 | -7.4% | 3,385 | 0.0% | 0.04% | +9.4% |
| Q1 2022 | $434,000 | -0.7% | 3,385 | 0.0% | 0.03% | +6.7% |
| Q4 2021 | $437,000 | +38.3% | 3,385 | +26.1% | 0.03% | +25.0% |
| Q3 2021 | $316,000 | 0.0% | 2,685 | +3.9% | 0.02% | 0.0% |
| Q2 2021 | $316,000 | +3.6% | 2,585 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $305,000 | +11.3% | 2,585 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $274,000 | +14.6% | 2,585 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $239,000 | +1.3% | 2,585 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $236,000 | +14.6% | 2,585 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $206,000 | -29.9% | 2,585 | -5.5% | 0.03% | -10.0% |
| Q4 2019 | $294,000 | +4.6% | 2,735 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $281,000 | +1.8% | 2,735 | 0.0% | 0.03% | +3.3% |
| Q2 2019 | $276,000 | +1.5% | 2,735 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $272,000 | +11.9% | 2,735 | +0.9% | 0.03% | 0.0% |
| Q4 2018 | $243,000 | -8.3% | 2,710 | 0.0% | 0.03% | +15.4% |
| Q3 2018 | $265,000 | +12.8% | 2,710 | +6.9% | 0.03% | +8.3% |
| Q2 2018 | $235,000 | +1.7% | 2,535 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $231,000 | -38.4% | 2,535 | -36.1% | 0.02% | -36.8% |
| Q4 2017 | $375,000 | -24.8% | 3,966 | -27.4% | 0.04% | -28.3% |
| Q3 2017 | $499,000 | +5.5% | 5,466 | +2.8% | 0.05% | +1.9% |
| Q2 2017 | $473,000 | +0.9% | 5,316 | 0.0% | 0.05% | -3.7% |
| Q1 2017 | $469,000 | +34.4% | 5,316 | +30.1% | 0.05% | +25.6% |
| Q4 2016 | $349,000 | -8.6% | 4,085 | -9.8% | 0.04% | -12.2% |
| Q3 2016 | $382,000 | +0.5% | 4,531 | 0.0% | 0.05% | -7.5% |
| Q2 2016 | $380,000 | +84.5% | 4,531 | +61.8% | 0.05% | +89.3% |
| Q1 2014 | $206,000 | +1.5% | 2,800 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $203,000 | – | 2,800 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |