SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 741 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $600 | -8.1% | 4,716 | -5.1% | 0.03% | -10.5% |
Q1 2024 | $653 | -1.2% | 4,969 | -6.1% | 0.04% | -9.5% |
Q4 2023 | $661 | -2.1% | 5,291 | -9.8% | 0.04% | -8.7% |
Q3 2023 | $675 | -12.5% | 5,866 | -6.8% | 0.05% | -9.8% |
Q2 2023 | $771 | -1.7% | 6,291 | -0.8% | 0.05% | -5.6% |
Q1 2023 | $784 | -1.1% | 6,341 | 0.0% | 0.05% | -6.9% |
Q4 2022 | $793 | -99.9% | 6,341 | +5.0% | 0.06% | +11.5% |
Q3 2022 | $674,000 | -6.0% | 6,041 | 0.0% | 0.05% | -3.7% |
Q2 2022 | $717,000 | -3.4% | 6,041 | +4.3% | 0.05% | +20.0% |
Q1 2022 | $742,000 | +1.4% | 5,791 | +2.2% | 0.04% | +7.1% |
Q4 2021 | $732,000 | +2.5% | 5,666 | -6.8% | 0.04% | -4.5% |
Q3 2021 | $714,000 | -3.9% | 6,077 | 0.0% | 0.04% | -4.3% |
Q2 2021 | $743,000 | -7.5% | 6,077 | -10.7% | 0.05% | -14.8% |
Q1 2021 | $803,000 | +10.0% | 6,802 | -1.3% | 0.05% | +8.0% |
Q4 2020 | $730,000 | +5.5% | 6,891 | -8.0% | 0.05% | -5.7% |
Q3 2020 | $692,000 | 0.0% | 7,491 | -1.3% | 0.05% | -13.1% |
Q2 2020 | $692,000 | +14.2% | 7,591 | 0.0% | 0.06% | -11.6% |
Q1 2020 | $606,000 | -35.2% | 7,591 | -12.7% | 0.07% | -23.3% |
Q4 2019 | $935,000 | +6.7% | 8,691 | +1.8% | 0.09% | -4.3% |
Q3 2019 | $876,000 | -1.2% | 8,541 | -2.8% | 0.09% | -1.1% |
Q2 2019 | $887,000 | +1.5% | 8,791 | 0.0% | 0.10% | -2.1% |
Q1 2019 | $874,000 | +11.1% | 8,791 | 0.0% | 0.10% | -6.7% |
Q4 2018 | $787,000 | -8.6% | 8,791 | 0.0% | 0.10% | +3.0% |
Q3 2018 | $861,000 | +5.6% | 8,791 | 0.0% | 0.10% | -2.9% |
Q2 2018 | $815,000 | +1.6% | 8,791 | 0.0% | 0.10% | +3.0% |
Q1 2018 | $802,000 | -3.5% | 8,791 | 0.0% | 0.10% | -7.3% |
Q4 2017 | $831,000 | +3.5% | 8,791 | 0.0% | 0.11% | +3.8% |
Q3 2017 | $803,000 | -2.5% | 8,791 | -5.1% | 0.10% | -4.5% |
Q2 2017 | $824,000 | +0.9% | 9,266 | 0.0% | 0.11% | -1.8% |
Q1 2017 | $817,000 | +3.0% | 9,266 | 0.0% | 0.11% | -0.9% |
Q4 2016 | $793,000 | -0.8% | 9,266 | -2.1% | 0.11% | -2.6% |
Q3 2016 | $799,000 | +5.8% | 9,466 | +5.3% | 0.12% | +5.5% |
Q2 2016 | $755,000 | +2.7% | 8,991 | -2.2% | 0.11% | +0.9% |
Q1 2016 | $735,000 | +20.5% | 9,191 | +10.9% | 0.11% | +9.0% |
Q4 2015 | $610,000 | +2.0% | 8,291 | 0.0% | 0.10% | -3.8% |
Q3 2015 | $598,000 | -9.0% | 8,291 | -3.8% | 0.10% | -2.8% |
Q2 2015 | $657,000 | -3.7% | 8,618 | -1.1% | 0.11% | -8.5% |
Q1 2015 | $682,000 | +7.4% | 8,718 | +8.2% | 0.12% | +5.4% |
Q4 2014 | $635,000 | -4.2% | 8,055 | -9.0% | 0.11% | -11.9% |
Q3 2014 | $663,000 | -3.5% | 8,852 | -1.3% | 0.13% | -19.2% |
Q2 2014 | $687,000 | +2.4% | 8,973 | -1.6% | 0.16% | -1.9% |
Q1 2014 | $671,000 | +6.3% | 9,123 | +5.0% | 0.16% | +1.9% |
Q4 2013 | $631,000 | +5.3% | 8,691 | 0.0% | 0.16% | -6.0% |
Q3 2013 | $599,000 | +6.4% | 8,691 | +2.4% | 0.17% | -0.6% |
Q2 2013 | $563,000 | – | 8,491 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |