SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
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 | 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% |