SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $881,000 | +62.2% | 7,903 | +72.6% | 0.08% | +73.5% |
Q2 2022 | $543,000 | +1.7% | 4,579 | +9.8% | 0.05% | +19.5% |
Q1 2022 | $534,000 | -0.7% | 4,169 | 0.0% | 0.04% | +5.1% |
Q4 2021 | $538,000 | -25.4% | 4,169 | -32.0% | 0.04% | -30.4% |
Q3 2021 | $721,000 | +41.4% | 6,132 | +47.1% | 0.06% | +43.6% |
Q2 2021 | $510,000 | +3.7% | 4,169 | 0.0% | 0.04% | -7.1% |
Q1 2021 | $492,000 | +11.3% | 4,169 | 0.0% | 0.04% | +7.7% |
Q4 2020 | $442,000 | -14.5% | 4,169 | -25.5% | 0.04% | -20.4% |
Q3 2020 | $517,000 | +1.2% | 5,599 | 0.0% | 0.05% | -7.5% |
Q2 2020 | $511,000 | +14.3% | 5,599 | 0.0% | 0.05% | -5.4% |
Q1 2020 | $447,000 | -57.2% | 5,599 | -42.4% | 0.06% | -45.6% |
Q4 2019 | $1,045,000 | +4.9% | 9,715 | +0.0% | 0.10% | +4.0% |
Q3 2019 | $996,000 | +3.4% | 9,712 | +1.7% | 0.10% | -1.0% |
Q2 2019 | $963,000 | +1.5% | 9,546 | -0.0% | 0.10% | -2.0% |
Q1 2019 | $949,000 | +9.0% | 9,550 | -1.9% | 0.10% | -28.2% |
Q4 2018 | $871,000 | -8.6% | 9,731 | +0.0% | 0.14% | +49.5% |
Q3 2018 | $953,000 | +5.7% | 9,728 | +0.0% | 0.10% | 0.0% |
Q2 2018 | $902,000 | -16.9% | 9,726 | -18.2% | 0.10% | -21.5% |
Q1 2018 | $1,085,000 | -3.5% | 11,895 | +0.0% | 0.12% | -8.3% |
Q4 2017 | $1,124,000 | +4.5% | 11,893 | +0.9% | 0.13% | -1.5% |
Q3 2017 | $1,076,000 | +5.7% | 11,785 | +2.9% | 0.13% | +1.5% |
Q2 2017 | $1,018,000 | +4.5% | 11,453 | +3.7% | 0.13% | -0.8% |
Q1 2017 | $974,000 | +3.1% | 11,048 | +0.0% | 0.13% | -7.0% |
Q4 2016 | $945,000 | +4.1% | 11,047 | +2.7% | 0.14% | -0.7% |
Q3 2016 | $908,000 | -0.4% | 10,758 | -1.1% | 0.14% | -4.0% |
Q2 2016 | $912,000 | +41.4% | 10,873 | +24.0% | 0.15% | +41.5% |
Q4 2015 | $645,000 | – | 8,769 | – | 0.11% | – |
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% |