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 | $253,128 | -5.8% | 2,201 | +0.4% | 0.01% | 0.0% |
Q2 2023 | $268,769 | -0.9% | 2,193 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $271,330 | +49503.3% | 2,193 | -49.8% | 0.01% | -20.0% |
Q4 2022 | $547 | -99.8% | 4,372 | +62.2% | 0.02% | -25.0% |
Q3 2022 | $301,000 | -23.2% | 2,696 | -11.8% | 0.02% | -4.8% |
Q1 2022 | $392,000 | -3.9% | 3,056 | -3.2% | 0.02% | 0.0% |
Q4 2021 | $408,000 | +63.9% | 3,157 | +48.8% | 0.02% | +50.0% |
Q3 2021 | $249,000 | -2.7% | 2,121 | +1.3% | 0.01% | 0.0% |
Q2 2021 | $256,000 | +4.1% | 2,094 | +0.4% | 0.01% | -6.7% |
Q1 2021 | $246,000 | -0.8% | 2,086 | -11.0% | 0.02% | 0.0% |
Q4 2020 | $248,000 | +17.5% | 2,343 | +2.7% | 0.02% | 0.0% |
Q3 2020 | $211,000 | -1.9% | 2,282 | -3.6% | 0.02% | -6.2% |
Q2 2020 | $215,000 | -13.3% | 2,366 | -23.7% | 0.02% | -33.3% |
Q1 2020 | $248,000 | -34.6% | 3,102 | -11.9% | 0.02% | -27.3% |
Q4 2019 | $379,000 | +22.7% | 3,520 | +16.7% | 0.03% | +10.0% |
Q3 2019 | $309,000 | +2.0% | 3,016 | +0.4% | 0.03% | +3.4% |
Q2 2019 | $303,000 | +2.0% | 3,004 | +0.4% | 0.03% | -3.3% |
Q1 2019 | $297,000 | +3.1% | 2,992 | -7.2% | 0.03% | -9.1% |
Q4 2018 | $288,000 | -9.7% | 3,223 | -1.1% | 0.03% | -8.3% |
Q3 2018 | $319,000 | -10.6% | 3,259 | -15.3% | 0.04% | -12.2% |
Q2 2018 | $357,000 | -5.3% | 3,849 | -6.9% | 0.04% | -12.8% |
Q1 2018 | $377,000 | -3.1% | 4,133 | +0.3% | 0.05% | +2.2% |
Q4 2017 | $389,000 | -1.5% | 4,122 | -4.7% | 0.05% | -23.3% |
Q3 2017 | $395,000 | +3.1% | 4,325 | +0.3% | 0.06% | -1.6% |
Q2 2017 | $383,000 | +4.4% | 4,314 | +3.6% | 0.06% | -1.6% |
Q1 2017 | $367,000 | -4.9% | 4,165 | -7.6% | 0.06% | -11.4% |
Q4 2016 | $386,000 | +1.3% | 4,508 | -0.3% | 0.07% | -7.9% |
Q3 2016 | $381,000 | -2.8% | 4,521 | -3.1% | 0.08% | -9.5% |
Q2 2016 | $392,000 | +31.1% | 4,668 | +24.6% | 0.08% | +20.0% |
Q1 2016 | $299,000 | -8.6% | 3,746 | -15.8% | 0.07% | -17.6% |
Q4 2015 | $327,000 | -8.9% | 4,450 | -10.5% | 0.08% | -27.4% |
Q3 2015 | $359,000 | -14.3% | 4,973 | -9.5% | 0.12% | -17.6% |
Q2 2015 | $419,000 | -2.3% | 5,495 | +0.1% | 0.14% | -2.7% |
Q1 2015 | $429,000 | -0.7% | 5,487 | +0.1% | 0.15% | -2.0% |
Q4 2014 | $432,000 | +5.9% | 5,481 | +0.6% | 0.15% | +1.4% |
Q3 2014 | $408,000 | -2.2% | 5,447 | +0.1% | 0.15% | +1.4% |
Q2 2014 | $417,000 | +4.2% | 5,440 | +0.1% | 0.14% | -0.7% |
Q1 2014 | $400,000 | +1.5% | 5,435 | +0.1% | 0.15% | +2.8% |
Q4 2013 | $394,000 | +5.6% | 5,430 | +0.4% | 0.14% | -7.8% |
Q3 2013 | $373,000 | -48.8% | 5,407 | -50.7% | 0.15% | -1.9% |
Q2 2013 | $728,000 | – | 10,978 | – | 0.16% | – |
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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% |