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 | $419 | -6.1% | 3,648 | 0.0% | 0.04% | -5.3% |
| Q2 2023 | $446 | -1.1% | 3,648 | 0.0% | 0.04% | -9.5% |
| Q1 2023 | $451 | -1.3% | 3,648 | 0.0% | 0.04% | -8.7% |
| Q4 2022 | $457 | -99.9% | 3,648 | 0.0% | 0.05% | +2.2% |
| Q3 2022 | $407,000 | -6.0% | 3,648 | 0.0% | 0.04% | -29.7% |
| Q2 2022 | $433,000 | -7.3% | 3,648 | 0.0% | 0.06% | +23.1% |
| Q1 2022 | $467,000 | -0.8% | 3,648 | 0.0% | 0.05% | -8.8% |
| Q4 2021 | $471,000 | +6.1% | 3,648 | -3.1% | 0.06% | -3.4% |
| Q3 2021 | $444,000 | -3.5% | 3,766 | +0.0% | 0.06% | -14.5% |
| Q2 2021 | $460,000 | +3.6% | 3,765 | +0.0% | 0.07% | -31.0% |
| Q1 2021 | $444,000 | -1.8% | 3,764 | -11.8% | 0.10% | +11.1% |
| Q4 2020 | $452,000 | +14.4% | 4,267 | +0.0% | 0.09% | +3.4% |
| Q3 2020 | $395,000 | -31.3% | 4,266 | -32.5% | 0.09% | -44.6% |
| Q2 2020 | $575,000 | +13.6% | 6,324 | +0.0% | 0.16% | +4.0% |
| Q1 2020 | $506,000 | -25.5% | 6,323 | 0.0% | 0.15% | -21.4% |
| Q4 2019 | $679,000 | +4.8% | 6,323 | +0.0% | 0.19% | -10.7% |
| Q3 2019 | $648,000 | +64.1% | 6,322 | +60.9% | 0.22% | +69.3% |
| Q2 2019 | $395,000 | -6.2% | 3,928 | -7.1% | 0.13% | -13.6% |
| Q1 2019 | $421,000 | +11.1% | 4,228 | 0.0% | 0.15% | -5.8% |
| Q4 2018 | $379,000 | -1.6% | 4,228 | +7.6% | 0.16% | +7.6% |
| Q3 2018 | $385,000 | +4.1% | 3,928 | -1.7% | 0.14% | +15.1% |
| Q2 2018 | $370,000 | -14.7% | 3,995 | -16.2% | 0.13% | -41.4% |
| Q1 2018 | $434,000 | -3.6% | 4,769 | 0.0% | 0.22% | +18.8% |
| Q4 2017 | $450,000 | +58.5% | 4,769 | +53.4% | 0.18% | +32.1% |
| Q3 2017 | $284,000 | -45.9% | 3,109 | -47.3% | 0.14% | -48.1% |
| Q2 2017 | $525,000 | -25.4% | 5,900 | -26.2% | 0.26% | -30.5% |
| Q1 2017 | $704,000 | -5.5% | 8,000 | -8.0% | 0.38% | -12.0% |
| Q4 2016 | $745,000 | +1.6% | 8,700 | 0.0% | 0.43% | -6.7% |
| Q3 2016 | $733,000 | +0.4% | 8,700 | 0.0% | 0.46% | -8.7% |
| Q2 2016 | $730,000 | +20.3% | 8,700 | +14.5% | 0.51% | +13.7% |
| Q1 2016 | $607,000 | -18.6% | 7,600 | -25.0% | 0.45% | -9.0% |
| Q4 2015 | $746,000 | – | 10,135 | – | 0.49% | – |
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% |