SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 728 filers reported holding SPDR SERIES TRUST in Q4 2018. The put-call ratio across all filers is 0.48 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $250,377 | +0.8% | 2,177 | +7.4% | 0.01% | 0.0% |
Q2 2023 | $248,470 | -0.9% | 2,027 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $250,760 | -1.1% | 2,027 | 0.0% | 0.01% | -25.0% |
Q4 2022 | $253,598 | +12.2% | 2,027 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $226,000 | -6.2% | 2,027 | 0.0% | 0.01% | -11.1% |
Q2 2022 | $241,000 | -7.3% | 2,027 | 0.0% | 0.01% | +12.5% |
Q1 2022 | $260,000 | -0.8% | 2,027 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $262,000 | +10.1% | 2,027 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $238,000 | -4.0% | 2,027 | 0.0% | 0.01% | -11.1% |
Q2 2021 | $248,000 | +3.8% | 2,027 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $239,000 | +11.2% | 2,027 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $215,000 | -62.9% | 2,027 | -72.0% | 0.01% | -73.5% |
Q1 2020 | $579,000 | -49.8% | 7,250 | -32.4% | 0.03% | -34.6% |
Q4 2019 | $1,154,000 | +60.9% | 10,732 | +53.6% | 0.05% | +52.9% |
Q3 2019 | $717,000 | +251.5% | 6,989 | +244.8% | 0.03% | +240.0% |
Q2 2019 | $204,000 | +1.0% | 2,027 | 0.0% | 0.01% | -9.1% |
Q1 2019 | $202,000 | -33.8% | 2,027 | -40.4% | 0.01% | -38.9% |
Q4 2018 | $305,000 | +10.1% | 3,402 | +20.3% | 0.02% | +28.6% |
Q3 2018 | $277,000 | +5.7% | 2,827 | 0.0% | 0.01% | -6.7% |
Q2 2018 | $262,000 | +15.4% | 2,827 | +13.7% | 0.02% | +15.4% |
Q1 2018 | $227,000 | -65.4% | 2,487 | -64.2% | 0.01% | -63.9% |
Q4 2017 | $656,000 | +19.9% | 6,943 | +16.0% | 0.04% | +20.0% |
Q3 2017 | $547,000 | +0.9% | 5,987 | 0.0% | 0.03% | -25.0% |
Q2 2017 | $542,000 | +2.7% | 5,987 | 0.0% | 0.04% | +5.3% |
Q1 2017 | $528,000 | +3.1% | 5,987 | 0.0% | 0.04% | -5.0% |
Q4 2016 | $512,000 | +1.4% | 5,987 | 0.0% | 0.04% | -2.4% |
Q3 2016 | $505,000 | +3.3% | 5,987 | +2.8% | 0.04% | 0.0% |
Q2 2016 | $489,000 | -7.0% | 5,825 | -11.5% | 0.04% | -10.9% |
Q1 2016 | $526,000 | +8.7% | 6,585 | 0.0% | 0.05% | -2.1% |
Q4 2015 | $484,000 | +3.0% | 6,585 | +1.0% | 0.05% | -4.1% |
Q3 2015 | $470,000 | -5.4% | 6,520 | 0.0% | 0.05% | +2.1% |
Q2 2015 | $497,000 | -2.5% | 6,520 | 0.0% | 0.05% | -4.0% |
Q1 2015 | $510,000 | +28.8% | 6,520 | +29.9% | 0.05% | +8.7% |
Q4 2014 | $396,000 | -9.8% | 5,020 | -14.3% | 0.05% | -11.5% |
Q3 2014 | $439,000 | -13.4% | 5,858 | -11.5% | 0.05% | -13.3% |
Q2 2014 | $507,000 | +4.1% | 6,618 | 0.0% | 0.06% | +5.3% |
Q1 2014 | $487,000 | -9.1% | 6,618 | -10.3% | 0.06% | -5.0% |
Q4 2013 | $536,000 | +5.3% | 7,378 | 0.0% | 0.06% | -3.2% |
Q3 2013 | $509,000 | +4.1% | 7,378 | 0.0% | 0.06% | -6.1% |
Q2 2013 | $489,000 | – | 7,378 | – | 0.07% | – |
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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% |