SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $439,798 | -6.2% | 3,824 | 0.0% | 0.05% | -8.6% |
Q2 2023 | $468,746 | -0.9% | 3,824 | 0.0% | 0.06% | -4.9% |
Q1 2023 | $473,067 | -1.1% | 3,824 | 0.0% | 0.06% | -7.6% |
Q4 2022 | $478,421 | +2.4% | 3,824 | -8.6% | 0.07% | -1.5% |
Q3 2022 | $467,000 | -7.9% | 4,184 | -2.0% | 0.07% | +3.1% |
Q2 2022 | $507,000 | -15.4% | 4,271 | -8.7% | 0.06% | +3.2% |
Q1 2022 | $599,000 | +2.4% | 4,679 | -6.0% | 0.06% | +6.8% |
Q3 2021 | $585,000 | +4.5% | 4,980 | +8.7% | 0.06% | +22.9% |
Q2 2021 | $560,000 | -0.7% | 4,580 | -4.2% | 0.05% | +6.7% |
Q1 2021 | $564,000 | +11.5% | 4,780 | 0.0% | 0.04% | +18.4% |
Q4 2020 | $506,000 | +17.1% | 4,780 | +2.1% | 0.04% | +11.8% |
Q3 2020 | $432,000 | +1.2% | 4,680 | 0.0% | 0.03% | +6.2% |
Q2 2020 | $427,000 | +14.2% | 4,680 | 0.0% | 0.03% | -3.0% |
Q1 2020 | $374,000 | -32.9% | 4,680 | -9.7% | 0.03% | -21.4% |
Q4 2019 | $557,000 | +16.0% | 5,180 | +10.7% | 0.04% | +13.5% |
Q3 2019 | $480,000 | +1.7% | 4,680 | 0.0% | 0.04% | +76.2% |
Q2 2019 | $472,000 | +1.5% | 4,680 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $465,000 | +11.0% | 4,680 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $419,000 | -11.8% | 4,680 | -3.6% | 0.02% | +5.0% |
Q3 2018 | $475,000 | -0.4% | 4,855 | -5.7% | 0.02% | -4.8% |
Q2 2018 | $477,000 | -5.4% | 5,150 | -6.8% | 0.02% | -12.5% |
Q1 2018 | $504,000 | -10.8% | 5,525 | -7.5% | 0.02% | -7.7% |
Q4 2017 | $565,000 | +3.5% | 5,975 | 0.0% | 0.03% | -3.7% |
Q3 2017 | $546,000 | -2.2% | 5,975 | -4.8% | 0.03% | +8.0% |
Q2 2017 | $558,000 | +0.9% | 6,275 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $553,000 | +4.3% | 6,275 | +1.2% | 0.02% | 0.0% |
Q4 2016 | $530,000 | +0.4% | 6,200 | -1.0% | 0.02% | 0.0% |
Q3 2016 | $528,000 | +0.6% | 6,260 | 0.0% | 0.02% | +4.2% |
Q2 2016 | $525,000 | +5.0% | 6,260 | 0.0% | 0.02% | +4.3% |
Q1 2016 | $500,000 | +6.4% | 6,260 | -2.0% | 0.02% | +4.5% |
Q4 2015 | $470,000 | +2.0% | 6,385 | 0.0% | 0.02% | -4.3% |
Q3 2015 | $461,000 | -8.9% | 6,385 | -3.8% | 0.02% | 0.0% |
Q2 2015 | $506,000 | -2.5% | 6,635 | 0.0% | 0.02% | -4.2% |
Q1 2015 | $519,000 | -1.9% | 6,635 | -1.1% | 0.02% | -4.0% |
Q4 2014 | $529,000 | +5.2% | 6,710 | 0.0% | 0.02% | -13.8% |
Q3 2014 | $503,000 | +2.9% | 6,710 | +5.1% | 0.03% | 0.0% |
Q2 2014 | $489,000 | +5.8% | 6,385 | +1.6% | 0.03% | +3.6% |
Q1 2014 | $462,000 | +1.3% | 6,285 | 0.0% | 0.03% | +3.7% |
Q4 2013 | $456,000 | -2.6% | 6,285 | -7.4% | 0.03% | -18.2% |
Q3 2013 | $468,000 | +4.0% | 6,785 | 0.0% | 0.03% | +3.1% |
Q2 2013 | $450,000 | – | 6,785 | – | 0.03% | – |
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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% |