SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $350,205 | -6.2% | 3,045 | 0.0% | 0.24% | -2.0% |
Q2 2023 | $373,256 | -0.8% | 3,045 | +0.1% | 0.25% | -5.7% |
Q1 2023 | $376,326 | -7.3% | 3,042 | -6.2% | 0.26% | -10.9% |
Q4 2022 | $405,857 | +12.1% | 3,244 | 0.0% | 0.29% | +1.7% |
Q3 2022 | $362,000 | -49.9% | 3,244 | -46.8% | 0.29% | -46.9% |
Q2 2022 | $723,000 | -11.7% | 6,094 | -4.7% | 0.54% | +0.6% |
Q1 2022 | $819,000 | -0.7% | 6,394 | +0.1% | 0.54% | +2.3% |
Q4 2021 | $825,000 | +10.0% | 6,389 | +0.2% | 0.53% | -1.3% |
Q3 2021 | $750,000 | -3.2% | 6,379 | +0.6% | 0.53% | +1.1% |
Q2 2021 | $775,000 | +6.9% | 6,342 | +3.3% | 0.53% | +1.5% |
Q1 2021 | $725,000 | -11.6% | 6,142 | -20.6% | 0.52% | -18.9% |
Q4 2020 | $820,000 | +12.9% | 7,737 | -1.6% | 0.64% | +4.4% |
Q3 2020 | $726,000 | +5.7% | 7,862 | +4.3% | 0.61% | +3.5% |
Q2 2020 | $687,000 | +14.1% | 7,537 | 0.0% | 0.59% | -5.9% |
Q1 2020 | $602,000 | -25.5% | 7,537 | +0.3% | 0.63% | +0.2% |
Q4 2019 | $808,000 | +4.8% | 7,512 | 0.0% | 0.63% | -3.1% |
Q3 2019 | $771,000 | +4.5% | 7,512 | +2.7% | 0.65% | +3.7% |
Q2 2019 | $738,000 | +1.5% | 7,312 | 0.0% | 0.63% | -1.9% |
Q1 2019 | $727,000 | +11.0% | 7,312 | 0.0% | 0.64% | +2.6% |
Q4 2018 | $655,000 | +19.1% | 7,312 | +30.3% | 0.62% | +40.7% |
Q3 2018 | $550,000 | +12.5% | 5,612 | +6.3% | 0.44% | +12.8% |
Q2 2018 | $489,000 | +13.5% | 5,277 | +11.6% | 0.39% | +14.3% |
Q1 2018 | $431,000 | -32.4% | 4,727 | -30.0% | 0.34% | -29.0% |
Q4 2017 | $638,000 | -7.3% | 6,755 | -10.4% | 0.48% | -10.2% |
Q3 2017 | $688,000 | -35.9% | 7,535 | -37.6% | 0.54% | -34.0% |
Q2 2017 | $1,074,000 | -23.2% | 12,085 | -23.8% | 0.82% | -23.4% |
Q1 2017 | $1,398,000 | -43.4% | 15,861 | -45.1% | 1.06% | -44.8% |
Q4 2016 | $2,471,000 | +96.4% | 28,886 | +93.7% | 1.93% | +97.2% |
Q3 2016 | $1,258,000 | +53.0% | 14,911 | +52.2% | 0.98% | +49.1% |
Q2 2016 | $822,000 | +1.4% | 9,795 | -3.4% | 0.66% | +0.5% |
Q1 2016 | $811,000 | -6.7% | 10,145 | -14.1% | 0.65% | -6.6% |
Q4 2015 | $869,000 | +221.9% | 11,810 | +216.2% | 0.70% | +201.3% |
Q3 2015 | $270,000 | +14.4% | 3,735 | +20.5% | 0.23% | +29.6% |
Q2 2015 | $236,000 | – | 3,100 | – | 0.18% | – |
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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% |