SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 573 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $259,999 | -3.1% | 2,044 | 0.0% | 0.02% | -10.5% |
| Q1 2024 | $268,299 | +5.0% | 2,044 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $255,481 | -11.9% | 2,044 | -17.1% | 0.02% | -34.5% |
| 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% | – |
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% |