SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 518 filers reported holding SPDR SERIES TRUST in Q3 2016. The put-call ratio across all filers is 0.72 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $208,957 | -3.1% | 1,643 | 0.0% | 0.01% | -6.7% |
Q1 2024 | $215,628 | -14.4% | 1,643 | -18.5% | 0.02% | -21.1% |
Q4 2023 | $251,803 | +20.8% | 2,015 | +18.5% | 0.02% | +11.8% |
Q2 2023 | $208,386 | -52.7% | 1,700 | -54.3% | 0.02% | -63.0% |
Q2 2022 | $441,000 | +92.6% | 3,717 | +48.0% | 0.05% | -9.8% |
Q1 2018 | $229,000 | -8.4% | 2,511 | -5.0% | 0.05% | -8.9% |
Q4 2017 | $250,000 | -10.1% | 2,643 | -13.1% | 0.06% | -13.8% |
Q3 2017 | $278,000 | +3.0% | 3,043 | 0.0% | 0.06% | -3.0% |
Q2 2017 | $270,000 | -22.6% | 3,043 | -23.1% | 0.07% | -26.4% |
Q1 2017 | $349,000 | +0.3% | 3,955 | -2.6% | 0.09% | -5.2% |
Q4 2016 | $348,000 | +1.5% | 4,062 | 0.0% | 0.10% | -1.0% |
Q3 2016 | $343,000 | +5.9% | 4,062 | +5.2% | 0.10% | +9.0% |
Q2 2016 | $324,000 | -5.0% | 3,862 | -9.4% | 0.09% | -3.3% |
Q1 2016 | $341,000 | -5.5% | 4,262 | -13.2% | 0.09% | -2.1% |
Q4 2015 | $361,000 | +25.3% | 4,912 | +22.8% | 0.09% | +25.3% |
Q3 2015 | $288,000 | -0.3% | 4,000 | +5.3% | 0.08% | -3.8% |
Q2 2015 | $289,000 | -89.5% | 3,800 | -89.2% | 0.08% | -88.5% |
Q1 2015 | $2,753,000 | -3.1% | 35,205 | -2.4% | 0.68% | -10.8% |
Q4 2014 | $2,841,000 | -0.8% | 36,058 | -5.6% | 0.76% | -12.0% |
Q3 2014 | $2,864,000 | +473.9% | 38,215 | +486.7% | 0.87% | +386.5% |
Q2 2014 | $499,000 | +10.9% | 6,513 | +6.6% | 0.18% | -6.8% |
Q1 2014 | $450,000 | +1.1% | 6,110 | -0.2% | 0.19% | -25.1% |
Q4 2013 | $445,000 | +23.3% | 6,121 | +16.9% | 0.26% | +20.9% |
Q3 2013 | $361,000 | -15.9% | 5,234 | -18.6% | 0.21% | -11.0% |
Q2 2013 | $429,000 | – | 6,430 | – | 0.24% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |