SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $6,416,000 | -3.6% | 54,578 | +0.2% | 0.14% | -7.1% |
| Q2 2021 | $6,658,000 | +3.7% | 54,447 | +0.1% | 0.16% | -6.6% |
| Q1 2021 | $6,420,000 | +25.9% | 54,394 | +13.0% | 0.17% | +14.5% |
| Q4 2020 | $5,101,000 | +23.6% | 48,151 | +7.8% | 0.14% | +2.8% |
| Q3 2020 | $4,127,000 | +9.6% | 44,664 | +8.1% | 0.14% | -7.2% |
| Q2 2020 | $3,767,000 | -28.5% | 41,300 | -37.4% | 0.15% | -49.0% |
| Q1 2020 | $5,265,000 | -11.9% | 65,933 | +18.6% | 0.30% | +7.2% |
| Q4 2019 | $5,978,000 | +31.4% | 55,572 | +25.3% | 0.28% | +18.8% |
| Q3 2019 | $4,550,000 | +12.0% | 44,350 | +10.1% | 0.23% | +8.8% |
| Q2 2019 | $4,064,000 | +28.0% | 40,287 | +26.1% | 0.22% | +30.3% |
| Q1 2019 | $3,176,000 | +13.1% | 31,949 | +1.8% | 0.16% | -0.6% |
| Q4 2018 | $2,809,000 | -8.4% | 31,373 | +0.2% | 0.17% | -10.3% |
| Q3 2018 | $3,068,000 | +6.8% | 31,325 | +1.0% | 0.18% | -11.5% |
| Q2 2018 | $2,874,000 | -37.6% | 31,003 | -38.6% | 0.21% | -34.5% |
| Q1 2018 | $4,606,000 | -1.6% | 50,502 | +1.9% | 0.32% | -0.6% |
| Q4 2017 | $4,681,000 | +19.8% | 49,550 | +15.9% | 0.32% | +4.2% |
| Q3 2017 | $3,906,000 | +135.6% | 42,770 | +129.3% | 0.31% | +111.0% |
| Q2 2017 | $1,658,000 | -17.4% | 18,651 | -18.1% | 0.15% | -15.6% |
| Q1 2017 | $2,007,000 | +3.8% | 22,769 | +0.7% | 0.17% | -1.1% |
| Q4 2016 | $1,934,000 | +5.0% | 22,602 | +3.5% | 0.18% | +3.6% |
| Q3 2016 | $1,842,000 | +10.4% | 21,840 | +9.9% | 0.17% | +6.3% |
| Q2 2016 | $1,668,000 | +1.4% | 19,870 | -3.4% | 0.16% | -1.9% |
| Q1 2016 | $1,645,000 | +9.4% | 20,577 | +0.7% | 0.16% | +18.2% |
| Q4 2015 | $1,504,000 | +12.2% | 20,443 | +10.1% | 0.14% | -2.8% |
| Q3 2015 | $1,340,000 | -14.2% | 18,576 | -9.3% | 0.14% | -7.8% |
| Q2 2015 | $1,561,000 | +11.0% | 20,477 | +13.9% | 0.15% | +10.9% |
| Q1 2015 | $1,406,000 | +15.2% | 17,980 | +16.2% | 0.14% | +11.3% |
| Q4 2014 | $1,220,000 | +6.0% | 15,477 | +0.8% | 0.12% | +6.9% |
| Q3 2014 | $1,151,000 | -2.1% | 15,358 | 0.0% | 0.12% | -12.8% |
| Q2 2014 | $1,176,000 | -3.8% | 15,358 | -7.5% | 0.13% | -16.4% |
| Q1 2014 | $1,222,000 | +4.2% | 16,610 | +2.8% | 0.16% | -2.5% |
| Q4 2013 | $1,173,000 | -3.9% | 16,150 | -8.8% | 0.16% | -15.5% |
| Q3 2013 | $1,221,000 | +6.0% | 17,708 | +2.5% | 0.19% | -7.7% |
| Q2 2013 | $1,152,000 | – | 17,277 | – | 0.21% | – |
Download | ||||||
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% |