SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $25,875 | -6.2% | 225 | 0.0% | 0.01% | -12.5% |
Q2 2023 | $27,579 | -0.9% | 225 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $27,834 | -1.1% | 225 | 0.0% | 0.01% | -11.1% |
Q4 2022 | $28,149 | +12.6% | 225 | 0.0% | 0.01% | -10.0% |
Q3 2022 | $25,000 | -7.4% | 225 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $27,000 | -6.9% | 225 | 0.0% | 0.01% | +11.1% |
Q1 2022 | $29,000 | +222.2% | 225 | +125.0% | 0.01% | +125.0% |
Q2 2020 | $9,000 | -85.9% | 100 | -87.5% | 0.00% | -87.9% |
Q1 2020 | $64,000 | -25.6% | 800 | 0.0% | 0.03% | -5.7% |
Q4 2019 | $86,000 | +4.9% | 800 | 0.0% | 0.04% | -2.8% |
Q3 2019 | $82,000 | +1.2% | 800 | 0.0% | 0.04% | -2.7% |
Q2 2019 | $81,000 | -17.3% | 800 | -18.8% | 0.04% | -19.6% |
Q1 2019 | $98,000 | -21.0% | 985 | -29.0% | 0.05% | -29.2% |
Q4 2018 | $124,000 | -13.3% | 1,388 | -5.0% | 0.06% | -1.5% |
Q3 2018 | $143,000 | +5.9% | 1,461 | 0.0% | 0.07% | -1.5% |
Q2 2018 | $135,000 | +1.5% | 1,461 | 0.0% | 0.07% | +1.5% |
Q1 2018 | $133,000 | +84.7% | 1,461 | +92.0% | 0.07% | +83.3% |
Q4 2017 | $72,000 | +2.9% | 761 | 0.0% | 0.04% | 0.0% |
Q3 2017 | $70,000 | +2.9% | 761 | 0.0% | 0.04% | -2.7% |
Q2 2017 | $68,000 | +1.5% | 761 | 0.0% | 0.04% | -5.1% |
Q1 2017 | $67,000 | +318.8% | 761 | +313.6% | 0.04% | +290.0% |
Q3 2016 | $16,000 | +6.7% | 184 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $15,000 | 0.0% | 184 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $15,000 | -44.4% | 184 | -50.0% | 0.01% | -50.0% |
Q4 2015 | $27,000 | 0.0% | 368 | 0.0% | 0.02% | -9.1% |
Q3 2015 | $27,000 | -3.6% | 368 | 0.0% | 0.02% | +4.8% |
Q2 2015 | $28,000 | -3.4% | 368 | 0.0% | 0.02% | -4.5% |
Q1 2015 | $29,000 | 0.0% | 368 | 0.0% | 0.02% | -4.3% |
Q4 2014 | $29,000 | +3.6% | 368 | 0.0% | 0.02% | -4.2% |
Q3 2014 | $28,000 | – | 368 | – | 0.02% | – |
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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% |