SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,455,244 | -5.2% | 30,043 | +1.0% | 0.58% | -0.9% |
Q2 2023 | $3,645,896 | -1.5% | 29,743 | -0.6% | 0.58% | -6.6% |
Q1 2023 | $3,702,021 | -2.3% | 29,925 | -1.2% | 0.62% | -4.9% |
Q4 2022 | $3,790,206 | +10.2% | 30,295 | -1.8% | 0.66% | +0.8% |
Q3 2022 | $3,438,000 | -5.9% | 30,840 | +0.2% | 0.65% | -0.2% |
Q2 2022 | $3,652,000 | -9.1% | 30,770 | -1.8% | 0.65% | +4.8% |
Q1 2022 | $4,016,000 | -2.7% | 31,345 | -1.9% | 0.62% | +1.8% |
Q4 2021 | $4,126,000 | +9.6% | 31,955 | -0.2% | 0.61% | +0.2% |
Q3 2021 | $3,764,000 | -4.8% | 32,025 | -1.0% | 0.61% | -6.0% |
Q2 2021 | $3,954,000 | +2.5% | 32,333 | -1.0% | 0.65% | -2.4% |
Q1 2021 | $3,856,000 | +6.8% | 32,668 | -4.2% | 0.66% | +2.3% |
Q4 2020 | $3,612,000 | +12.6% | 34,090 | -1.8% | 0.65% | +2.0% |
Q3 2020 | $3,208,000 | -5.5% | 34,721 | -6.7% | 0.64% | -10.5% |
Q2 2020 | $3,394,000 | +16.4% | 37,207 | +2.0% | 0.71% | 0.0% |
Q1 2020 | $2,915,000 | -26.7% | 36,492 | -1.3% | 0.71% | -8.7% |
Q4 2019 | $3,977,000 | +8.0% | 36,972 | +3.0% | 0.78% | +5.3% |
Q3 2019 | $3,683,000 | +6.3% | 35,907 | +4.6% | 0.74% | -5.5% |
Q2 2019 | $3,464,000 | -2.8% | 34,337 | -4.2% | 0.78% | -3.6% |
Q1 2019 | $3,562,000 | +13.7% | 35,837 | +2.4% | 0.81% | +2.4% |
Q4 2018 | $3,134,000 | -9.4% | 35,009 | -0.9% | 0.79% | +7.2% |
Q3 2018 | $3,461,000 | +2.4% | 35,339 | -3.1% | 0.74% | -4.3% |
Q2 2018 | $3,381,000 | +1.7% | 36,469 | +0.0% | 0.77% | -0.9% |
Q1 2018 | $3,324,000 | -5.3% | 36,454 | -1.9% | 0.78% | -1.6% |
Q4 2017 | $3,509,000 | +1.4% | 37,149 | -1.9% | 0.79% | -3.9% |
Q3 2017 | $3,459,000 | +1.6% | 37,874 | -1.2% | 0.82% | +1.5% |
Q2 2017 | $3,406,000 | -1.5% | 38,316 | -2.3% | 0.81% | -3.8% |
Q1 2017 | $3,458,000 | +0.1% | 39,226 | -2.9% | 0.84% | +1.0% |
Q4 2016 | $3,456,000 | +0.1% | 40,396 | -1.3% | 0.84% | -0.6% |
Q3 2016 | $3,454,000 | – | 40,947 | – | 0.84% | – |
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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% |