SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 387 filers reported holding SPDR SERIES TRUST in Q1 2014. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $290,000 | -3.0% | 2,466 | +0.7% | 0.03% | -6.5% |
| Q2 2021 | $299,000 | +4.2% | 2,448 | +0.6% | 0.03% | -8.8% |
| Q1 2021 | $287,000 | +12.1% | 2,433 | +0.7% | 0.03% | 0.0% |
| Q4 2020 | $256,000 | +14.8% | 2,416 | +0.1% | 0.03% | 0.0% |
| Q3 2020 | $223,000 | +2.3% | 2,413 | +0.7% | 0.03% | -15.0% |
| Q2 2020 | $218,000 | -32.1% | 2,396 | -19.7% | 0.04% | -59.6% |
| Q4 2019 | $321,000 | +5.6% | 2,983 | +0.6% | 0.10% | +4.2% |
| Q3 2019 | $304,000 | +2.0% | 2,966 | +0.5% | 0.10% | +1.1% |
| Q2 2019 | $298,000 | -7.7% | 2,950 | -9.1% | 0.09% | -11.3% |
| Q1 2019 | $323,000 | +11.8% | 3,246 | +0.5% | 0.11% | -1.9% |
| Q4 2018 | $289,000 | +27.9% | 3,229 | +35.1% | 0.11% | +77.0% |
| Q4 2017 | $226,000 | -1.3% | 2,390 | -4.6% | 0.06% | -12.9% |
| Q3 2017 | $229,000 | -50.5% | 2,504 | -51.9% | 0.07% | -52.1% |
| Q2 2017 | $463,000 | -24.5% | 5,210 | -25.1% | 0.15% | -30.1% |
| Q1 2017 | $613,000 | +26.4% | 6,954 | +22.7% | 0.21% | +23.7% |
| Q4 2016 | $485,000 | -71.2% | 5,668 | -74.2% | 0.17% | -88.4% |
| Q2 2014 | $1,684,000 | -85.9% | 21,982 | -86.4% | 1.46% | -84.2% |
| Q1 2014 | $11,921,000 | +2.0% | 161,529 | +0.3% | 9.25% | -23.1% |
| Q4 2013 | $11,691,000 | – | 160,983 | – | 12.02% | – |
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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% |