SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $885,001 | -1.5% | 7,695 | +5.0% | 0.04% | 0.0% |
Q2 2023 | $898,756 | +4.9% | 7,332 | +5.9% | 0.04% | -8.7% |
Q1 2023 | $856,444 | +13.4% | 6,923 | +14.7% | 0.05% | +15.0% |
Q4 2022 | $755,163 | +18.5% | 6,036 | +5.6% | 0.04% | +8.1% |
Q3 2022 | $637,000 | -3.5% | 5,717 | +2.8% | 0.04% | 0.0% |
Q2 2022 | $660,000 | +4.4% | 5,560 | +12.8% | 0.04% | +12.1% |
Q1 2022 | $632,000 | +0.5% | 4,931 | +1.2% | 0.03% | 0.0% |
Q4 2021 | $629,000 | +2.4% | 4,871 | -6.7% | 0.03% | -10.8% |
Q3 2021 | $614,000 | +3.0% | 5,223 | +7.2% | 0.04% | +2.8% |
Q2 2021 | $596,000 | +11.4% | 4,872 | +7.4% | 0.04% | +2.9% |
Q1 2021 | $535,000 | +2.1% | 4,535 | -8.4% | 0.04% | -2.8% |
Q4 2020 | $524,000 | +14.4% | 4,950 | -0.1% | 0.04% | 0.0% |
Q3 2020 | $458,000 | -11.8% | 4,957 | -12.9% | 0.04% | -18.2% |
Q2 2020 | $519,000 | +13.3% | 5,689 | -0.9% | 0.04% | -4.3% |
Q1 2020 | $458,000 | -24.8% | 5,739 | +1.4% | 0.05% | -6.1% |
Q4 2019 | $609,000 | +4.1% | 5,662 | -0.6% | 0.05% | -7.5% |
Q3 2019 | $585,000 | -10.7% | 5,699 | -12.1% | 0.05% | -13.1% |
Q2 2019 | $655,000 | +9.2% | 6,487 | +7.5% | 0.06% | +1.7% |
Q1 2019 | $600,000 | +14.3% | 6,032 | +2.9% | 0.06% | +1.7% |
Q4 2018 | $525,000 | +1.7% | 5,861 | +11.2% | 0.06% | +11.3% |
Q3 2018 | $516,000 | +10.0% | 5,272 | +4.1% | 0.05% | +1.9% |
Q2 2018 | $469,000 | +86.1% | 5,065 | +83.2% | 0.05% | +79.3% |
Q1 2018 | $252,000 | -45.1% | 2,765 | -43.1% | 0.03% | -42.0% |
Q4 2017 | $459,000 | +113.5% | 4,860 | +106.8% | 0.05% | +100.0% |
Q3 2017 | $215,000 | +2.9% | 2,350 | 0.0% | 0.02% | -3.8% |
Q2 2017 | $209,000 | +1.0% | 2,350 | 0.0% | 0.03% | -3.7% |
Q1 2017 | $207,000 | +3.0% | 2,350 | 0.0% | 0.03% | -3.6% |
Q4 2016 | $201,000 | – | 2,350 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |