SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 482 filers reported holding SPDR SERIES TRUST in Q1 2016. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $544,000 | +8.8% | 4,259 | -0.0% | 0.03% | +3.6% |
Q3 2021 | $500,000 | +12.9% | 4,260 | +17.5% | 0.03% | +12.0% |
Q2 2021 | $443,000 | +6.0% | 3,624 | +2.2% | 0.02% | -3.8% |
Q1 2021 | $418,000 | +10.9% | 3,547 | -0.5% | 0.03% | +4.0% |
Q4 2020 | $377,000 | +14.9% | 3,565 | +0.3% | 0.02% | 0.0% |
Q3 2020 | $328,000 | +1.5% | 3,556 | +0.2% | 0.02% | -7.4% |
Q2 2020 | $323,000 | -6.9% | 3,549 | -18.4% | 0.03% | -20.6% |
Q1 2020 | $347,000 | -25.7% | 4,351 | +0.2% | 0.03% | -8.1% |
Q4 2019 | $467,000 | +10.9% | 4,344 | +5.8% | 0.04% | 0.0% |
Q3 2019 | $421,000 | -0.7% | 4,106 | -2.4% | 0.04% | 0.0% |
Q2 2019 | $424,000 | +6.5% | 4,206 | +5.0% | 0.04% | 0.0% |
Q1 2019 | $398,000 | +4.2% | 4,006 | -5.4% | 0.04% | -14.0% |
Q4 2018 | $382,000 | +3.0% | 4,236 | +11.7% | 0.04% | +10.3% |
Q3 2018 | $371,000 | +5.7% | 3,791 | +0.1% | 0.04% | +5.4% |
Q2 2018 | $351,000 | +18.2% | 3,788 | +16.0% | 0.04% | +12.1% |
Q1 2018 | $297,000 | -3.6% | 3,265 | +0.1% | 0.03% | -2.9% |
Q4 2017 | $308,000 | +1.3% | 3,262 | -1.2% | 0.03% | -2.9% |
Q3 2017 | $304,000 | +3.8% | 3,300 | +0.1% | 0.04% | 0.0% |
Q2 2017 | $293,000 | -7.9% | 3,297 | -8.7% | 0.04% | -14.6% |
Q1 2017 | $318,000 | +10.0% | 3,613 | +7.0% | 0.04% | 0.0% |
Q4 2016 | $289,000 | -20.6% | 3,377 | -21.8% | 0.04% | -25.5% |
Q3 2016 | $364,000 | +19.7% | 4,318 | +19.0% | 0.06% | +7.8% |
Q2 2016 | $304,000 | +4.1% | 3,630 | -0.7% | 0.05% | -5.6% |
Q1 2016 | $292,000 | +14.1% | 3,656 | +5.0% | 0.05% | +1.9% |
Q4 2015 | $256,000 | -7.2% | 3,483 | -4.4% | 0.05% | -13.1% |
Q3 2015 | $276,000 | -0.4% | 3,645 | +0.1% | 0.06% | -1.6% |
Q2 2015 | $277,000 | -1.8% | 3,641 | +0.9% | 0.06% | -50.0% |
Q1 2015 | $282,000 | -30.5% | 3,608 | -30.5% | 0.12% | -52.1% |
Q4 2014 | $406,000 | -4.7% | 5,190 | -2.9% | 0.26% | +97.7% |
Q3 2014 | $426,000 | +3.9% | 5,344 | -0.2% | 0.13% | +13.9% |
Q2 2014 | $410,000 | +13.3% | 5,354 | +8.7% | 0.12% | -3.4% |
Q1 2014 | $362,000 | +8.7% | 4,925 | +7.1% | 0.12% | +0.8% |
Q4 2013 | $333,000 | +16.4% | 4,599 | +10.7% | 0.12% | +9.3% |
Q3 2013 | $286,000 | +31.2% | 4,155 | +26.1% | 0.11% | +0.9% |
Q2 2013 | $218,000 | – | 3,295 | – | 0.11% | – |
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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% |