SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |