SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,248,997 | -9.9% | 89,114 | -4.0% | 0.48% | -18.0% |
Q2 2023 | $11,379,418 | -3.5% | 92,833 | -2.6% | 0.59% | -14.5% |
Q1 2023 | $11,788,808 | -2.1% | 95,294 | -1.0% | 0.69% | -16.1% |
Q4 2022 | $12,037,506 | +11.6% | 96,215 | -0.5% | 0.82% | 0.0% |
Q3 2022 | $10,784,000 | -1.8% | 96,721 | +4.5% | 0.82% | -2.6% |
Q2 2022 | $10,986,000 | -2.8% | 92,563 | +4.9% | 0.84% | +7.2% |
Q1 2022 | $11,307,000 | +4.7% | 88,258 | +5.5% | 0.79% | +1.9% |
Q4 2021 | $10,802,000 | +18.8% | 83,655 | +8.1% | 0.77% | +12.7% |
Q3 2021 | $9,094,000 | +4.4% | 77,362 | +8.6% | 0.68% | -0.7% |
Q2 2021 | $8,714,000 | +11.7% | 71,265 | +7.8% | 0.69% | -4.7% |
Q1 2021 | $7,800,000 | +25.0% | 66,082 | +12.2% | 0.72% | +24.0% |
Q4 2020 | $6,238,000 | +31.3% | 58,891 | +14.5% | 0.58% | +8.3% |
Q3 2020 | $4,751,000 | +10.0% | 51,417 | +8.6% | 0.54% | -7.5% |
Q2 2020 | $4,318,000 | +31.6% | 47,343 | +15.3% | 0.58% | -2.5% |
Q1 2020 | $3,280,000 | +29.1% | 41,067 | +73.9% | 0.60% | +72.8% |
Q4 2019 | $2,540,000 | +9.6% | 23,617 | +4.6% | 0.35% | -3.9% |
Q3 2019 | $2,318,000 | +5.9% | 22,589 | +4.1% | 0.36% | +2.3% |
Q2 2019 | $2,189,000 | +7.2% | 21,696 | +5.6% | 0.35% | -8.6% |
Q1 2019 | $2,042,000 | +21.5% | 20,539 | +14.7% | 0.38% | +7.8% |
Q4 2018 | $1,680,000 | -30.6% | 17,912 | -27.6% | 0.36% | -28.9% |
Q3 2018 | $2,421,000 | +17.2% | 24,727 | +11.0% | 0.50% | +7.3% |
Q2 2018 | $2,065,000 | +22.0% | 22,286 | +20.1% | 0.47% | +7.8% |
Q1 2018 | $1,693,000 | +113.0% | 18,562 | +120.5% | 0.43% | +66.9% |
Q4 2017 | $795,000 | – | 8,418 | – | 0.26% | – |
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% |