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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $9,998 | +2.3% | 80 | -5.9% | 0.00% | -20.0% |
Q3 2023 | $9,776 | -33.5% | 85 | -29.2% | 0.01% | -28.6% |
Q2 2023 | $14,710 | -8.5% | 120 | -7.7% | 0.01% | -22.2% |
Q1 2023 | $16,082 | +16479.4% | 130 | -83.2% | 0.01% | -85.7% |
Q4 2022 | $97 | -99.9% | 773 | -27.9% | 0.06% | -26.7% |
Q3 2022 | $120,000 | +1100.0% | 1,072 | +1257.0% | 0.09% | +1620.0% |
Q1 2022 | $10,000 | 0.0% | 79 | 0.0% | 0.01% | +25.0% |
Q4 2021 | $10,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 79 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +12.5% | 79 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 79 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $7,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $7,000 | -36.4% | 79 | -21.0% | 0.01% | -33.3% |
Q4 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -10.0% |
Q2 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | -47.4% |
Q4 2018 | $9,000 | -10.0% | 100 | 0.0% | 0.02% | +171.4% |
Q3 2018 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% |
Q1 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | +14.3% |
Q3 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $9,000 | – | 100 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |