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 | $189,192 | -49.0% | 1,645 | -45.7% | 0.01% | -45.0% |
| Q2 2023 | $371,173 | +2.4% | 3,028 | +3.3% | 0.02% | -4.8% |
| Q1 2023 | $362,471 | -1.1% | 2,930 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $366,572 | +30.0% | 2,930 | +15.8% | 0.02% | +22.2% |
| Q3 2022 | $282,000 | -19.7% | 2,530 | -14.4% | 0.02% | -14.3% |
| Q2 2022 | $351,000 | -7.4% | 2,955 | 0.0% | 0.02% | +10.5% |
| Q1 2022 | $379,000 | -3.8% | 2,955 | -3.3% | 0.02% | 0.0% |
| Q4 2021 | $394,000 | +9.7% | 3,055 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $359,000 | -0.6% | 3,055 | +3.4% | 0.02% | 0.0% |
| Q2 2021 | $361,000 | 0.0% | 2,955 | -3.3% | 0.02% | -9.5% |
| Q1 2021 | $361,000 | -2.2% | 3,055 | -12.3% | 0.02% | -4.5% |
| Q4 2020 | $369,000 | -0.5% | 3,483 | -13.1% | 0.02% | -12.0% |
| Q3 2020 | $371,000 | -8.6% | 4,010 | -9.9% | 0.02% | -16.7% |
| Q2 2020 | $406,000 | +14.4% | 4,450 | 0.0% | 0.03% | -6.2% |
| Q1 2020 | $355,000 | -38.6% | 4,450 | -17.2% | 0.03% | -23.8% |
| Q4 2019 | $578,000 | +2.3% | 5,377 | -2.3% | 0.04% | -4.5% |
| Q3 2019 | $565,000 | +1.8% | 5,502 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $555,000 | +0.2% | 5,502 | -1.3% | 0.04% | -4.3% |
| Q1 2019 | $554,000 | 0.0% | 5,572 | -10.0% | 0.05% | -11.3% |
| Q4 2018 | $554,000 | -26.3% | 6,194 | -19.3% | 0.05% | -14.5% |
| Q3 2018 | $752,000 | +4.4% | 7,674 | -1.3% | 0.06% | 0.0% |
| Q2 2018 | $720,000 | -10.2% | 7,774 | -11.6% | 0.06% | -12.7% |
| Q1 2018 | $802,000 | -7.2% | 8,794 | -3.8% | 0.07% | -10.1% |
| Q4 2017 | $864,000 | +2.4% | 9,144 | -1.1% | 0.08% | -2.5% |
| Q3 2017 | $844,000 | +1.7% | 9,244 | -1.1% | 0.08% | 0.0% |
| Q2 2017 | $830,000 | -3.0% | 9,344 | -3.8% | 0.08% | -4.7% |
| Q1 2017 | $856,000 | -17.3% | 9,714 | -19.7% | 0.08% | -20.6% |
| Q4 2016 | $1,035,000 | -11.2% | 12,094 | -12.5% | 0.11% | -14.4% |
| Q3 2016 | $1,166,000 | -1.8% | 13,819 | +16.3% | 0.12% | -8.1% |
| Q2 2016 | $1,187,000 | +9.0% | 11,884 | -12.7% | 0.14% | +9.7% |
| Q1 2016 | $1,089,000 | +5.6% | 13,619 | -2.9% | 0.12% | +3.3% |
| Q4 2015 | $1,031,000 | -2.7% | 14,019 | -4.6% | 0.12% | -7.7% |
| Q3 2015 | $1,060,000 | -11.1% | 14,689 | -6.1% | 0.13% | -3.7% |
| Q2 2015 | $1,192,000 | -3.8% | 15,639 | -1.3% | 0.14% | -6.2% |
| Q1 2015 | $1,239,000 | -6.6% | 15,839 | -5.9% | 0.14% | -9.4% |
| Q4 2014 | $1,326,000 | +2.4% | 16,829 | -2.6% | 0.16% | 0.0% |
| Q3 2014 | $1,295,000 | +33.5% | 17,281 | +36.5% | 0.16% | +31.4% |
| Q2 2014 | $970,000 | +9.1% | 12,656 | +3.3% | 0.12% | -3.2% |
| Q4 2013 | $889,000 | +14.4% | 12,246 | +8.6% | 0.12% | +7.8% |
| Q3 2013 | $777,000 | +10.8% | 11,277 | +6.6% | 0.12% | +5.5% |
| Q2 2013 | $701,000 | – | 10,575 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |