SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,587,725 | -13.8% | 22,500 | -8.2% | 0.01% | 0.0% |
Q2 2023 | $3,003,210 | -41.5% | 24,500 | -41.0% | 0.01% | -50.0% |
Q1 2023 | $5,133,965 | +15.6% | 41,500 | +16.9% | 0.01% | 0.0% |
Q4 2022 | $4,441,405 | +37.3% | 35,500 | +22.4% | 0.01% | +33.3% |
Q3 2022 | $3,234,000 | -40.8% | 29,000 | -37.0% | 0.01% | -35.7% |
Q2 2022 | $5,460,000 | -48.0% | 46,000 | -43.9% | 0.01% | +27.3% |
Q1 2022 | $10,506,000 | +59.5% | 82,000 | +60.8% | 0.01% | -21.4% |
Q4 2021 | $6,585,000 | +8.6% | 51,000 | -1.2% | 0.01% | -6.7% |
Q3 2021 | $6,066,000 | -18.2% | 51,600 | -14.9% | 0.02% | -28.6% |
Q2 2021 | $7,413,000 | +101.1% | 60,620 | +94.1% | 0.02% | +61.5% |
Q1 2021 | $3,686,000 | +34.7% | 31,230 | +4.1% | 0.01% | -18.8% |
Q2 2020 | $2,736,000 | +14.2% | 30,000 | 0.0% | 0.02% | -15.8% |
Q1 2020 | $2,396,000 | -83.0% | 30,000 | -80.9% | 0.02% | -85.0% |
Q4 2018 | $14,067,000 | +241.0% | 157,143 | +253.1% | 0.13% | +126.8% |
Q2 2018 | $4,125,000 | +13.5% | 44,500 | +11.7% | 0.06% | +16.7% |
Q1 2018 | $3,634,000 | -13.4% | 39,850 | -10.2% | 0.05% | -14.3% |
Q4 2017 | $4,195,000 | +246.7% | 44,400 | +235.1% | 0.06% | +154.5% |
Q3 2017 | $1,210,000 | +18.9% | 13,250 | +15.7% | 0.02% | +22.2% |
Q2 2017 | $1,018,000 | +109.5% | 11,450 | +107.8% | 0.02% | +100.0% |
Q1 2017 | $486,000 | -79.3% | 5,510 | -80.2% | 0.01% | -81.6% |
Q3 2016 | $2,349,000 | -67.6% | 27,850 | -69.3% | 0.05% | -75.1% |
Q1 2016 | $7,251,000 | – | 90,718 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |