SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 443 filers reported holding SPDR SERIES TRUST in Q2 2015. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $453,000 | -20.0% | 3,536 | -19.4% | 0.13% | -13.6% |
Q4 2021 | $566,000 | +10.1% | 4,386 | +0.3% | 0.15% | -2.6% |
Q3 2021 | $514,000 | -10.0% | 4,371 | -6.4% | 0.15% | -10.1% |
Q2 2021 | $571,000 | +1.4% | 4,671 | -2.1% | 0.17% | -4.5% |
Q1 2021 | $563,000 | +9.1% | 4,771 | -2.1% | 0.18% | +0.6% |
Q4 2020 | $516,000 | -7.0% | 4,871 | -18.9% | 0.18% | -17.8% |
Q3 2020 | $555,000 | -0.4% | 6,008 | -1.6% | 0.21% | -8.6% |
Q2 2020 | $557,000 | +14.1% | 6,108 | 0.0% | 0.23% | -2.9% |
Q1 2020 | $488,000 | -26.9% | 6,108 | -1.6% | 0.24% | -7.3% |
Q4 2019 | $668,000 | +4.7% | 6,208 | -0.2% | 0.26% | -3.4% |
Q3 2019 | $638,000 | +1.8% | 6,218 | 0.0% | 0.27% | +1.1% |
Q2 2019 | $627,000 | -2.3% | 6,218 | -3.7% | 0.26% | -5.0% |
Q1 2019 | $642,000 | +6.1% | 6,457 | -4.4% | 0.28% | -3.5% |
Q4 2018 | $605,000 | -36.2% | 6,757 | -30.2% | 0.29% | -22.7% |
Q3 2018 | $948,000 | +5.6% | 9,682 | 0.0% | 0.37% | -1.6% |
Q2 2018 | $898,000 | -49.6% | 9,682 | -49.6% | 0.38% | +0.3% |
Q1 2018 | $1,782,000 | +100.0% | 19,198 | +103.6% | 0.38% | -0.3% |
Q4 2017 | $891,000 | -5.6% | 9,431 | -8.8% | 0.38% | -10.4% |
Q3 2017 | $944,000 | -1.6% | 10,341 | -4.2% | 0.42% | -3.0% |
Q2 2017 | $959,000 | +0.1% | 10,791 | -0.7% | 0.44% | -7.0% |
Q1 2017 | $958,000 | -3.2% | 10,866 | -6.1% | 0.47% | -9.3% |
Q4 2016 | $990,000 | -50.1% | 11,566 | -50.9% | 0.52% | -5.5% |
Q3 2016 | $1,982,000 | +97.8% | 23,557 | +97.3% | 0.55% | -2.1% |
Q2 2016 | $1,002,000 | +4.6% | 11,941 | -0.4% | 0.56% | +4.1% |
Q1 2016 | $958,000 | +7.3% | 11,991 | -1.2% | 0.54% | +6.5% |
Q4 2015 | $893,000 | -4.2% | 12,141 | -6.0% | 0.50% | +50.3% |
Q3 2015 | $932,000 | -1.3% | 12,912 | +4.2% | 0.34% | -35.3% |
Q2 2015 | $944,000 | -5.6% | 12,391 | -3.1% | 0.52% | -6.7% |
Q1 2015 | $1,000,000 | -3.1% | 12,791 | -2.3% | 0.56% | -1.1% |
Q4 2014 | $1,032,000 | +3.1% | 13,091 | -1.9% | 0.56% | +2.9% |
Q3 2014 | $1,001,000 | -2.8% | 13,351 | -0.7% | 0.55% | -1.8% |
Q2 2014 | $1,030,000 | +3.3% | 13,451 | -0.7% | 0.56% | -3.3% |
Q1 2014 | $997,000 | +0.7% | 13,551 | -0.6% | 0.58% | +1.8% |
Q4 2013 | $990,000 | +4.4% | 13,626 | -0.9% | 0.56% | -2.2% |
Q3 2013 | $948,000 | +3.9% | 13,751 | 0.0% | 0.58% | +2.5% |
Q2 2013 | $912,000 | – | 13,751 | – | 0.56% | – |
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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% |