SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,654 | -6.2% | 310 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $38,000 | -57.5% | 310 | -57.1% | 0.01% | -62.5% |
| Q1 2023 | $89,443 | +45.6% | 723 | +47.3% | 0.02% | +33.3% |
| Q4 2022 | $61,429 | +75.5% | 491 | +58.4% | 0.02% | +63.6% |
| Q3 2022 | $35,000 | -5.4% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 310 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $40,000 | 0.0% | 310 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $40,000 | +11.1% | 310 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $36,000 | -5.3% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 310 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $37,000 | -61.5% | 310 | -65.9% | 0.01% | -63.3% |
| Q4 2020 | $96,000 | -1.0% | 910 | -13.7% | 0.03% | -11.8% |
| Q3 2020 | $97,000 | -5.8% | 1,055 | -6.8% | 0.03% | 0.0% |
| Q2 2020 | $103,000 | +14.4% | 1,132 | +0.9% | 0.03% | 0.0% |
| Q1 2020 | $90,000 | -25.6% | 1,122 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $121,000 | +44.0% | 1,122 | +36.5% | 0.04% | +29.6% |
| Q3 2019 | $84,000 | +1.2% | 822 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $83,000 | -7.8% | 822 | -9.4% | 0.03% | -10.0% |
| Q1 2019 | $90,000 | +21.6% | 907 | +10.3% | 0.03% | +15.4% |
| Q4 2018 | $74,000 | +45.1% | 822 | +57.5% | 0.03% | +44.4% |
| Q3 2018 | $51,000 | +6.2% | 522 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $48,000 | 0.0% | 522 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $48,000 | -2.0% | 522 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $49,000 | +2.1% | 522 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $48,000 | +4.3% | 522 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $46,000 | 0.0% | 522 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $46,000 | +2.2% | 522 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $45,000 | – | 522 | – | 0.02% | – |
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% |