SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $1,093,000 | +2.7% | 8,939 | -0.8% | 0.57% | +25.6% |
Q1 2021 | $1,064,000 | +7.7% | 9,013 | -3.4% | 0.45% | -2.4% |
Q4 2020 | $988,000 | +21.2% | 9,328 | +5.8% | 0.46% | +11.0% |
Q3 2020 | $815,000 | +0.9% | 8,816 | -0.5% | 0.42% | -2.8% |
Q2 2020 | $808,000 | +14.0% | 8,858 | -0.2% | 0.43% | -4.4% |
Q1 2020 | $709,000 | -33.3% | 8,873 | -10.2% | 0.45% | -5.9% |
Q4 2019 | $1,063,000 | +2.3% | 9,878 | -2.4% | 0.48% | +0.2% |
Q3 2019 | $1,039,000 | +3.1% | 10,123 | +1.3% | 0.48% | +3.0% |
Q2 2019 | $1,008,000 | +2.5% | 9,992 | +1.0% | 0.46% | +9.2% |
Q1 2019 | $983,000 | +12.2% | 9,892 | +1.1% | 0.42% | +2.7% |
Q4 2018 | $876,000 | +1.2% | 9,787 | +10.7% | 0.41% | +27.5% |
Q3 2018 | $866,000 | +4.8% | 8,844 | -0.7% | 0.32% | -5.5% |
Q2 2018 | $826,000 | +4.2% | 8,905 | +2.5% | 0.34% | +50.4% |
Q1 2018 | $793,000 | -3.1% | 8,692 | +0.4% | 0.23% | -4.6% |
Q4 2017 | $818,000 | +16.5% | 8,656 | +12.6% | 0.24% | +1.3% |
Q3 2017 | $702,000 | +38.2% | 7,690 | +34.5% | 0.24% | +30.4% |
Q2 2017 | $508,000 | +10.2% | 5,718 | +9.4% | 0.18% | -28.7% |
Q1 2017 | $461,000 | +3.1% | 5,226 | +0.0% | 0.25% | -1.9% |
Q4 2016 | $447,000 | +1.6% | 5,225 | +0.1% | 0.26% | -0.4% |
Q3 2016 | $440,000 | +13.4% | 5,221 | +13.0% | 0.26% | +8.8% |
Q2 2016 | $388,000 | +203.1% | 4,620 | +170.2% | 0.24% | +273.4% |
Q3 2014 | $128,000 | -2.3% | 1,710 | -0.3% | 0.06% | +1.6% |
Q2 2014 | $131,000 | +4.0% | 1,716 | +0.3% | 0.06% | +57.5% |
Q1 2014 | $126,000 | +1.6% | 1,711 | +0.5% | 0.04% | -7.0% |
Q4 2013 | $124,000 | +6.0% | 1,702 | +0.1% | 0.04% | -2.3% |
Q3 2013 | $117,000 | +17.0% | 1,700 | +12.7% | 0.04% | +22.2% |
Q2 2013 | $100,000 | – | 1,508 | – | 0.04% | – |
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% |