SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. 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 | $1,081,094 | -1.5% | 9,400 | +5.0% | 0.03% | 0.0% |
| Q2 2023 | $1,097,670 | -5.1% | 8,955 | -4.3% | 0.03% | -12.1% |
| Q1 2023 | $1,157,212 | +99146.3% | 9,354 | +0.4% | 0.03% | -2.9% |
| Q4 2022 | $1,166 | -99.9% | 9,319 | +1.8% | 0.03% | +6.2% |
| Q3 2022 | $1,021,000 | -5.6% | 9,156 | +0.4% | 0.03% | +6.7% |
| Q2 2022 | $1,082,000 | -7.0% | 9,118 | +0.4% | 0.03% | +7.1% |
| Q1 2022 | $1,163,000 | -0.4% | 9,081 | +0.4% | 0.03% | 0.0% |
| Q4 2021 | $1,168,000 | +6.1% | 9,045 | -3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,101,000 | -15.9% | 9,363 | -12.5% | 0.03% | -17.6% |
| Q2 2021 | $1,309,000 | +4.0% | 10,702 | +0.3% | 0.03% | -2.9% |
| Q1 2021 | $1,259,000 | +11.9% | 10,665 | +0.4% | 0.04% | -2.8% |
| Q4 2020 | $1,125,000 | +14.7% | 10,624 | +0.0% | 0.04% | -7.7% |
| Q3 2020 | $981,000 | -0.2% | 10,619 | -1.4% | 0.04% | -4.9% |
| Q2 2020 | $983,000 | +12.2% | 10,775 | -1.8% | 0.04% | 0.0% |
| Q1 2020 | $876,000 | -24.8% | 10,971 | +1.3% | 0.04% | -4.7% |
| Q4 2019 | $1,165,000 | +6.8% | 10,830 | +1.8% | 0.04% | -10.4% |
| Q3 2019 | $1,091,000 | +30.5% | 10,638 | +28.3% | 0.05% | +29.7% |
| Q2 2019 | $836,000 | +1.1% | 8,291 | -0.3% | 0.04% | -2.6% |
| Q1 2019 | $827,000 | +11.5% | 8,314 | +0.4% | 0.04% | +5.6% |
| Q4 2018 | $742,000 | -6.9% | 8,284 | +1.7% | 0.04% | +16.1% |
| Q3 2018 | $797,000 | +11.3% | 8,143 | +5.5% | 0.03% | 0.0% |
| Q2 2018 | $716,000 | -4.4% | 7,720 | -6.0% | 0.03% | -8.8% |
| Q1 2018 | $749,000 | -2.9% | 8,213 | +0.6% | 0.03% | -17.1% |
| Q4 2017 | $771,000 | +7.5% | 8,160 | +4.0% | 0.04% | -2.4% |
| Q3 2017 | $717,000 | +4.5% | 7,847 | +1.7% | 0.04% | -4.5% |
| Q2 2017 | $686,000 | -5.4% | 7,717 | -6.1% | 0.04% | -10.2% |
| Q1 2017 | $725,000 | +6.5% | 8,215 | +3.3% | 0.05% | -2.0% |
| Q4 2016 | $681,000 | +233.8% | 7,952 | +229.0% | 0.05% | +138.1% |
| Q3 2016 | $204,000 | -6.0% | 2,417 | -10.9% | 0.02% | -22.2% |
| Q1 2016 | $217,000 | – | 2,714 | – | 0.03% | – |
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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% |