SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 468 filers reported holding SPDR SERIES TRUST in Q4 2015. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,728,520 | -5.8% | 41,114 | +0.4% | 0.17% | -1.7% |
| Q2 2023 | $5,018,056 | -2.4% | 40,937 | -1.5% | 0.17% | -5.4% |
| Q1 2023 | $5,141,557 | -7.2% | 41,561 | -6.2% | 0.18% | -9.8% |
| Q4 2022 | $5,542,997 | +12.0% | 44,305 | -0.2% | 0.20% | +3.0% |
| Q3 2022 | $4,950,000 | -4.1% | 44,405 | +2.2% | 0.20% | +8.2% |
| Q2 2022 | $5,159,000 | -9.7% | 43,467 | -2.6% | 0.18% | -41.5% |
| Q1 2022 | $5,715,000 | -3.3% | 44,608 | -2.6% | 0.31% | +74.9% |
| Q4 2021 | $5,911,000 | +7.9% | 45,787 | -1.8% | 0.18% | 0.0% |
| Q3 2021 | $5,476,000 | +4.4% | 46,603 | +8.6% | 0.18% | -36.7% |
| Q2 2021 | $5,246,000 | +8.9% | 42,910 | +5.2% | 0.28% | +1.8% |
| Q1 2021 | $4,816,000 | +12.1% | 40,802 | +0.6% | 0.28% | -3.5% |
| Q4 2020 | $4,296,000 | +13.9% | 40,558 | -0.6% | 0.29% | +1.8% |
| Q3 2020 | $3,772,000 | +0.7% | 40,821 | -0.6% | 0.28% | -4.1% |
| Q2 2020 | $3,746,000 | +12.1% | 41,077 | -1.9% | 0.30% | -5.4% |
| Q1 2020 | $3,343,000 | -28.2% | 41,869 | -3.2% | 0.31% | -9.0% |
| Q4 2019 | $4,654,000 | +2.5% | 43,258 | -2.3% | 0.34% | -3.1% |
| Q3 2019 | $4,542,000 | +2.6% | 44,273 | +0.9% | 0.35% | +3.5% |
| Q2 2019 | $4,428,000 | +1.5% | 43,895 | +0.0% | 0.34% | -2.0% |
| Q1 2019 | $4,361,000 | +10.7% | 43,882 | -0.3% | 0.35% | -0.6% |
| Q4 2018 | $3,941,000 | -6.3% | 44,024 | +2.5% | 0.35% | +7.3% |
| Q3 2018 | $4,205,000 | +4.5% | 42,937 | -1.1% | 0.33% | -3.3% |
| Q2 2018 | $4,025,000 | +0.3% | 43,419 | -1.4% | 0.34% | -13.6% |
| Q1 2018 | $4,014,000 | -6.0% | 44,019 | -2.7% | 0.39% | -3.7% |
| Q4 2017 | $4,272,000 | +2.0% | 45,219 | -1.4% | 0.41% | -6.0% |
| Q3 2017 | $4,190,000 | +0.9% | 45,875 | -1.8% | 0.43% | -4.4% |
| Q2 2017 | $4,154,000 | -0.2% | 46,738 | -1.1% | 0.45% | -4.6% |
| Q1 2017 | $4,164,000 | +4.5% | 47,247 | +0.1% | 0.47% | -6.3% |
| Q4 2016 | $3,983,000 | 0.0% | 47,219 | 0.0% | 0.51% | 0.0% |
| Q3 2016 | $3,983,000 | -3.4% | 47,219 | -3.9% | 0.51% | -9.5% |
| Q2 2016 | $4,125,000 | +12.7% | 49,154 | +7.4% | 0.56% | +37.0% |
| Q1 2016 | $3,659,000 | +3.6% | 45,786 | -4.7% | 0.41% | -34.9% |
| Q4 2015 | $3,533,000 | +7.7% | 48,029 | +5.7% | 0.63% | +23.9% |
| Q3 2015 | $3,280,000 | -7.1% | 45,456 | -1.9% | 0.51% | -1.2% |
| Q2 2015 | $3,531,000 | -10.4% | 46,336 | -8.0% | 0.51% | -10.2% |
| Q1 2015 | $3,939,000 | -1.9% | 50,378 | -1.2% | 0.57% | -7.6% |
| Q4 2014 | $4,017,000 | +5.7% | 50,980 | +0.5% | 0.62% | +4.0% |
| Q3 2014 | $3,799,000 | -15.4% | 50,707 | -13.6% | 0.59% | -8.8% |
| Q2 2014 | $4,493,000 | +2.1% | 58,680 | -1.9% | 0.65% | +5.3% |
| Q1 2014 | $4,400,000 | +1.3% | 59,797 | -0.0% | 0.62% | -5.1% |
| Q4 2013 | $4,344,000 | +5.1% | 59,819 | -0.3% | 0.65% | -2.3% |
| Q3 2013 | $4,135,000 | – | 59,978 | – | 0.66% | – |
Download | ||||||
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% |