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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,249 | +8.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $5,751 | -6.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,129 | +98.2% | 50 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $3,093 | -1.1% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,128 | +56.4% | 25 | +25.0% | 0.00% | – |
| Q3 2022 | $2,000 | -85.7% | 20 | -86.4% | 0.00% | -100.0% |
| Q4 2017 | $14,000 | +7.7% | 147 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.00% | -20.0% |
| Q2 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $13,000 | +8.3% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $12,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q1 2016 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $11,000 | -8.3% | 147 | 0.0% | 0.01% | -12.5% |
| Q4 2014 | $12,000 | +9.1% | 147 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | -11.1% |
| Q2 2014 | $11,000 | 0.0% | 147 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $11,000 | -42.1% | 147 | -43.2% | 0.01% | -43.8% |
| Q4 2013 | $19,000 | +5.6% | 259 | 0.0% | 0.02% | -5.9% |
| Q3 2013 | $18,000 | – | 259 | – | 0.02% | – |
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% |