SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |