SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $17 | 0.0% | 132 | 0.0% | 0.02% | 0.0% |
Q1 2024 | $17 | -10.5% | 132 | -13.2% | 0.02% | -15.8% |
Q4 2023 | $19 | +11.8% | 152 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $17 | -10.5% | 152 | 0.0% | 0.02% | -9.5% |
Q2 2023 | $19 | 0.0% | 152 | 0.0% | 0.02% | -12.5% |
Q1 2023 | $19 | 0.0% | 152 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $19 | -99.9% | 152 | -26.6% | 0.02% | -20.7% |
Q3 2022 | $23,000 | -8.0% | 207 | 0.0% | 0.03% | -6.5% |
Q2 2022 | $25,000 | -7.4% | 207 | 0.0% | 0.03% | +6.9% |
Q1 2022 | $27,000 | -3.6% | 207 | -4.6% | 0.03% | +3.6% |
Q4 2021 | $28,000 | +7.7% | 217 | 0.0% | 0.03% | -3.4% |
Q3 2021 | $26,000 | -3.7% | 217 | 0.0% | 0.03% | +7.4% |
Q2 2021 | $27,000 | +3.8% | 217 | 0.0% | 0.03% | +22.7% |
Q1 2021 | $26,000 | -65.8% | 217 | -69.7% | 0.02% | -65.1% |
Q4 2020 | $76,000 | -32.1% | 717 | -41.1% | 0.06% | -41.7% |
Q3 2020 | $112,000 | -27.7% | 1,217 | -28.4% | 0.11% | -25.0% |
Q2 2020 | $155,000 | +14.0% | 1,699 | 0.0% | 0.14% | +1.4% |
Q1 2020 | $136,000 | -25.7% | 1,699 | 0.0% | 0.14% | -3.4% |
Q4 2019 | $183,000 | +3.4% | 1,699 | -1.4% | 0.15% | +1.4% |
Q3 2019 | $177,000 | +1.7% | 1,723 | 0.0% | 0.14% | +6.6% |
Q2 2019 | $174,000 | +1.8% | 1,723 | 0.0% | 0.14% | -0.7% |
Q1 2019 | $171,000 | -14.1% | 1,723 | -22.7% | 0.14% | -22.2% |
Q4 2018 | $199,000 | -25.7% | 2,228 | -18.4% | 0.18% | -12.4% |
Q3 2018 | $268,000 | +5.9% | 2,732 | 0.0% | 0.20% | +8.1% |
Q2 2018 | $253,000 | +1.6% | 2,732 | 0.0% | 0.19% | -7.9% |
Q1 2018 | $249,000 | -3.5% | 2,732 | 0.0% | 0.20% | +2.0% |
Q4 2017 | $258,000 | – | 2,732 | – | 0.20% | – |
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% |