SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 399 filers reported holding SPDR SERIES TRUST in Q2 2014. The put-call ratio across all filers is 0.71 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $145 | -5.8% | 1,261 | +0.6% | 0.03% | -6.2% |
Q2 2023 | $154 | 0.0% | 1,254 | +0.6% | 0.03% | -5.9% |
Q1 2023 | $154 | -0.6% | 1,246 | +0.5% | 0.03% | +3.0% |
Q4 2022 | $155 | -99.9% | 1,240 | +0.6% | 0.03% | -5.7% |
Q3 2022 | $137,000 | -5.5% | 1,232 | +0.6% | 0.04% | 0.0% |
Q2 2022 | $145,000 | -7.1% | 1,225 | +0.6% | 0.04% | +2.9% |
Q1 2022 | $156,000 | 0.0% | 1,218 | +0.6% | 0.03% | +3.0% |
Q4 2021 | $156,000 | +10.6% | 1,211 | +0.7% | 0.03% | 0.0% |
Q3 2021 | $141,000 | +30.6% | 1,203 | +2.6% | 0.03% | +3.1% |
Q2 2021 | $108,000 | -22.9% | 1,172 | -1.4% | 0.03% | 0.0% |
Q1 2021 | $140,000 | +12.0% | 1,189 | +0.6% | 0.03% | +3.2% |
Q4 2020 | $125,000 | +15.7% | 1,182 | +0.9% | 0.03% | -3.1% |
Q3 2020 | $108,000 | +0.9% | 1,172 | 0.0% | 0.03% | -5.9% |
Q2 2020 | $107,000 | +13.8% | 1,172 | 0.0% | 0.03% | +6.2% |
Q1 2020 | $94,000 | -25.4% | 1,172 | 0.0% | 0.03% | -11.1% |
Q4 2019 | $126,000 | +5.0% | 1,172 | 0.0% | 0.04% | -2.7% |
Q3 2019 | $120,000 | +15.4% | 1,172 | +13.8% | 0.04% | +12.1% |
Q2 2019 | $104,000 | +2.0% | 1,030 | 0.0% | 0.03% | -2.9% |
Q1 2019 | $102,000 | +10.9% | 1,030 | 0.0% | 0.03% | +3.0% |
Q4 2018 | $92,000 | -8.9% | 1,030 | 0.0% | 0.03% | +3.1% |
Q3 2018 | $101,000 | +6.3% | 1,030 | 0.0% | 0.03% | +3.2% |
Q2 2018 | $95,000 | -32.1% | 1,030 | -32.7% | 0.03% | -27.9% |
Q1 2018 | $140,000 | -3.4% | 1,530 | 0.0% | 0.04% | -10.4% |
Q4 2017 | $145,000 | +3.6% | 1,530 | 0.0% | 0.05% | -2.0% |
Q3 2017 | $140,000 | +2.9% | 1,530 | 0.0% | 0.05% | -2.0% |
Q2 2017 | $136,000 | +0.7% | 1,530 | 0.0% | 0.05% | -7.4% |
Q1 2017 | $135,000 | -99.9% | 1,530 | 0.0% | 0.05% | -5.3% |
Q4 2016 | $130,907,000 | +101378.3% | 1,530 | 0.0% | 0.06% | -5.0% |
Q3 2016 | $129,000 | +0.8% | 1,530 | 0.0% | 0.06% | +3.4% |
Q2 2016 | $128,000 | +4.9% | 1,530 | 0.0% | 0.06% | +5.5% |
Q1 2016 | $122,000 | +8.0% | 1,530 | 0.0% | 0.06% | +7.8% |
Q4 2015 | $113,000 | +2.7% | 1,530 | 0.0% | 0.05% | -3.8% |
Q3 2015 | $110,000 | -6.0% | 1,530 | 0.0% | 0.05% | +6.0% |
Q2 2015 | $117,000 | -2.5% | 1,530 | 0.0% | 0.05% | -2.0% |
Q1 2015 | $120,000 | -0.8% | 1,530 | 0.0% | 0.05% | -1.9% |
Q4 2014 | $121,000 | +5.2% | 1,530 | 0.0% | 0.05% | 0.0% |
Q3 2014 | $115,000 | -1.7% | 1,530 | 0.0% | 0.05% | -3.7% |
Q2 2014 | $117,000 | +3.5% | 1,530 | 0.0% | 0.05% | +1.9% |
Q1 2014 | $113,000 | +1.8% | 1,530 | 0.0% | 0.05% | 0.0% |
Q4 2013 | $111,000 | +5.7% | 1,530 | 0.0% | 0.05% | 0.0% |
Q3 2013 | $105,000 | +4.0% | 1,530 | 0.0% | 0.05% | -3.6% |
Q2 2013 | $101,000 | – | 1,530 | – | 0.06% | – |
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% |