SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 393 filers reported holding SPDR SERIES TRUST in Q3 2014. The put-call ratio across all filers is 0.65 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $95,385 | -44.1% | 750 | -42.3% | 0.01% | -46.2% |
Q1 2024 | $170,612 | +5.0% | 1,300 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $162,461 | -19.3% | 1,300 | -25.7% | 0.01% | -27.8% |
Q3 2023 | $201,268 | -6.2% | 1,750 | 0.0% | 0.02% | -5.3% |
Q2 2023 | $214,515 | +767.0% | 1,750 | +775.0% | 0.02% | +850.0% |
Q1 2023 | $24,742 | -1.1% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $25,022 | +13.7% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $22,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $24,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $26,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $26,000 | +8.3% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $24,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $24,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $24,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $21,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $18,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $18,000 | +12.5% | 200 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $16,000 | -27.3% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $21,000 | +5.0% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $20,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $20,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $18,000 | -10.0% | 200 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $20,000 | +5.3% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $18,000 | -41.9% | 200 | -38.5% | 0.00% | -25.0% |
Q4 2017 | $31,000 | +3.3% | 325 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $30,000 | +3.4% | 325 | 0.0% | 0.00% | -20.0% |
Q2 2017 | $29,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $29,000 | +3.6% | 325 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $28,000 | +3.7% | 325 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $27,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $27,000 | +3.8% | 325 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $26,000 | -39.5% | 325 | -44.4% | 0.01% | -37.5% |
Q4 2015 | $43,000 | +2.4% | 585 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $42,000 | -6.7% | 585 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $45,000 | -2.2% | 585 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $46,000 | -39.5% | 585 | -38.7% | 0.01% | -42.9% |
Q4 2014 | $76,000 | +5.6% | 955 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $72,000 | -6.5% | 955 | -4.5% | 0.01% | -33.3% |
Q2 2014 | $77,000 | – | 1,000 | – | 0.02% | – |
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% |