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 | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |