SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 482 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,137,663 | +33.9% | 35,977 | +42.7% | 0.00% | – |
| Q2 2023 | $3,090,922 | -2.8% | 25,216 | -1.9% | 0.00% | – |
| Q1 2023 | $3,180,289 | -3.3% | 25,708 | -2.2% | 0.00% | – |
| Q4 2022 | $3,287,758 | +121.8% | 26,279 | +97.6% | 0.00% | – |
| Q3 2022 | $1,482,000 | +12.5% | 13,298 | +19.8% | 0.00% | – |
| Q2 2022 | $1,317,000 | +18.5% | 11,102 | +28.1% | 0.00% | – |
| Q1 2022 | $1,111,000 | -1.0% | 8,668 | -0.2% | 0.00% | – |
| Q4 2021 | $1,122,000 | +9.9% | 8,685 | 0.0% | 0.00% | – |
| Q3 2021 | $1,021,000 | -3.9% | 8,685 | 0.0% | 0.00% | – |
| Q2 2021 | $1,062,000 | +3.7% | 8,685 | +0.2% | 0.00% | – |
| Q1 2021 | $1,024,000 | +14528.6% | 8,671 | +13240.0% | 0.00% | – |
| Q4 2020 | $7,000 | +40.0% | 65 | +12.1% | 0.00% | – |
| Q3 2020 | $5,000 | -16.7% | 58 | -17.1% | 0.00% | – |
| Q2 2020 | $6,000 | -70.0% | 70 | -71.8% | 0.00% | – |
| Q1 2020 | $20,000 | -66.1% | 248 | -55.1% | 0.00% | – |
| Q4 2019 | $59,000 | +3.5% | 552 | -1.1% | 0.00% | – |
| Q3 2019 | $57,000 | +1.8% | 558 | 0.0% | 0.00% | – |
| Q2 2019 | $56,000 | +7.7% | 558 | +5.9% | 0.00% | – |
| Q1 2019 | $52,000 | +23.8% | 527 | +13.6% | 0.00% | – |
| Q4 2018 | $42,000 | -6.7% | 464 | +1.5% | 0.00% | – |
| Q3 2018 | $45,000 | -98.2% | 457 | -98.3% | 0.00% | – |
| Q2 2018 | $2,462,000 | +5252.2% | 26,556 | +5148.2% | 0.00% | – |
| Q1 2018 | $46,000 | -6.1% | 506 | -3.3% | 0.00% | – |
| Q4 2017 | $49,000 | +63.3% | 523 | +58.5% | 0.00% | – |
| Q3 2017 | $30,000 | -21.1% | 330 | -23.1% | 0.00% | – |
| Q2 2017 | $38,000 | -44.1% | 429 | -45.0% | 0.00% | – |
| Q1 2017 | $68,000 | +44.7% | 780 | +41.8% | 0.00% | – |
| Q4 2016 | $47,000 | 0.0% | 550 | -2.1% | 0.00% | – |
| Q3 2016 | $47,000 | -2.1% | 562 | -1.6% | 0.00% | – |
| Q2 2016 | $48,000 | -35.1% | 571 | -38.5% | 0.00% | – |
| Q1 2016 | $74,000 | +7.2% | 929 | -0.9% | 0.00% | – |
| Q4 2015 | $69,000 | – | 937 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |