SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $260,843 | -13.8% | 2,268 | -8.1% | 0.05% | -7.8% |
Q2 2023 | $302,528 | -0.9% | 2,468 | 0.0% | 0.05% | -12.1% |
Q1 2023 | $305,316 | -1.1% | 2,468 | 0.0% | 0.06% | -10.8% |
Q4 2022 | $308,771 | +12.3% | 2,468 | 0.0% | 0.06% | +4.8% |
Q3 2022 | $275,000 | -9.2% | 2,468 | -3.3% | 0.06% | +5.1% |
Q2 2022 | $303,000 | -7.3% | 2,551 | 0.0% | 0.06% | +11.3% |
Q1 2022 | $327,000 | -0.6% | 2,551 | 0.0% | 0.05% | -1.9% |
Q4 2021 | $329,000 | +9.7% | 2,551 | 0.0% | 0.05% | +1.9% |
Q3 2021 | $300,000 | -3.8% | 2,551 | 0.0% | 0.05% | -3.6% |
Q2 2021 | $312,000 | +3.7% | 2,551 | 0.0% | 0.06% | -3.5% |
Q1 2021 | $301,000 | +11.5% | 2,551 | 0.0% | 0.06% | +5.6% |
Q4 2020 | $270,000 | +14.4% | 2,551 | 0.0% | 0.05% | 0.0% |
Q3 2020 | $236,000 | -11.6% | 2,551 | -12.7% | 0.05% | -16.9% |
Q2 2020 | $267,000 | +14.6% | 2,923 | 0.0% | 0.06% | -9.7% |
Q1 2020 | $233,000 | -24.6% | 2,923 | +1.8% | 0.07% | +2.9% |
Q4 2019 | $309,000 | +2.0% | 2,870 | -2.7% | 0.07% | -7.9% |
Q3 2019 | $303,000 | +2.0% | 2,949 | 0.0% | 0.08% | +15.2% |
Q2 2019 | $297,000 | +4.2% | 2,949 | +2.8% | 0.07% | +6.5% |
Q1 2019 | $285,000 | +10.9% | 2,870 | 0.0% | 0.06% | -41.0% |
Q4 2018 | $257,000 | -21.2% | 2,870 | -16.9% | 0.10% | +40.0% |
Q4 2017 | $326,000 | +51.6% | 3,452 | +42.2% | 0.08% | +27.1% |
Q2 2017 | $215,000 | – | 2,428 | – | 0.06% | – |
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% |