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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $255,000 | -13.0% | 1,990 | -12.3% | 0.02% | -12.0% |
| Q4 2021 | $293,000 | +6.5% | 2,269 | -3.0% | 0.02% | 0.0% |
| Q3 2021 | $275,000 | -3.8% | 2,340 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $286,000 | +3.6% | 2,339 | -0.0% | 0.02% | -7.4% |
| Q1 2021 | $276,000 | +11.3% | 2,340 | -0.0% | 0.03% | +3.8% |
| Q4 2020 | $248,000 | +14.8% | 2,341 | +0.1% | 0.03% | 0.0% |
| Q3 2020 | $216,000 | +1.4% | 2,338 | -0.1% | 0.03% | -18.8% |
| Q2 2020 | $213,000 | -15.5% | 2,340 | 0.0% | 0.03% | +10.3% |
| Q4 2019 | $252,000 | +5.0% | 2,340 | +0.0% | 0.03% | +3.6% |
| Q3 2019 | $240,000 | -7.3% | 2,339 | -8.8% | 0.03% | -9.7% |
| Q2 2019 | $259,000 | +1.6% | 2,565 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $255,000 | +12.8% | 2,565 | +1.6% | 0.03% | 0.0% |
| Q4 2018 | $226,000 | -8.5% | 2,525 | 0.0% | 0.03% | +14.8% |
| Q3 2018 | $247,000 | +152.0% | 2,525 | +136.0% | 0.03% | +170.0% |
| Q3 2017 | $98,000 | +27.3% | 1,070 | 0.0% | 0.01% | +100.0% |
| Q3 2015 | $77,000 | – | 1,070 | – | 0.01% | – |
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% |