SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $493,000 | +31.8% | 5,032 | +24.8% | 0.18% | +19.0% |
Q2 2018 | $374,000 | +1.6% | 4,032 | 0.0% | 0.15% | -2.0% |
Q1 2018 | $368,000 | -9.1% | 4,032 | -5.8% | 0.15% | -17.1% |
Q4 2017 | $405,000 | +3.6% | 4,282 | 0.0% | 0.18% | -2.7% |
Q3 2017 | $391,000 | +2.6% | 4,282 | 0.0% | 0.19% | +3.9% |
Q2 2017 | $381,000 | +1.1% | 4,282 | 0.0% | 0.18% | -4.8% |
Q1 2017 | $377,000 | +3.0% | 4,282 | 0.0% | 0.19% | -9.2% |
Q4 2016 | $366,000 | -13.7% | 4,282 | -14.9% | 0.21% | -9.6% |
Q3 2016 | $424,000 | +0.5% | 5,032 | 0.0% | 0.23% | +24.5% |
Q2 2016 | $422,000 | -4.5% | 5,032 | -9.0% | 0.18% | -6.1% |
Q1 2016 | $442,000 | +8.6% | 5,532 | 0.0% | 0.20% | -26.0% |
Q4 2015 | $407,000 | -47.7% | 5,532 | -48.7% | 0.26% | -21.4% |
Q3 2015 | $778,000 | +20.1% | 10,782 | +26.8% | 0.34% | -23.6% |
Q2 2015 | $648,000 | -2.6% | 8,500 | 0.0% | 0.44% | +0.2% |
Q1 2015 | $665,000 | -3.6% | 8,500 | -2.9% | 0.44% | +42.4% |
Q4 2014 | $690,000 | -3.1% | 8,750 | -7.9% | 0.31% | -4.6% |
Q3 2014 | $712,000 | -8.4% | 9,500 | -6.4% | 0.32% | -9.0% |
Q2 2014 | $777,000 | +8.4% | 10,150 | +4.1% | 0.36% | -2.2% |
Q1 2014 | $717,000 | +6.7% | 9,750 | +5.4% | 0.36% | +1.4% |
Q4 2013 | $672,000 | +8.4% | 9,250 | +2.8% | 0.36% | +2.6% |
Q3 2013 | $620,000 | -15.0% | 9,000 | -18.2% | 0.35% | -20.6% |
Q2 2013 | $729,000 | – | 11,000 | – | 0.44% | – |
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% |