SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 737 filers reported holding SPDR SERIES TRUST in Q2 2019. The put-call ratio across all filers is 0.74 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,098,054 | -5.6% | 9,547 | +0.6% | 0.07% | -2.8% |
Q2 2023 | $1,162,770 | -0.3% | 9,486 | +0.7% | 0.07% | -5.3% |
Q1 2023 | $1,165,857 | -0.5% | 9,424 | +0.6% | 0.08% | -5.1% |
Q4 2022 | $1,172,289 | +13.0% | 9,370 | +0.7% | 0.08% | +3.9% |
Q3 2022 | $1,037,000 | -5.5% | 9,305 | +0.6% | 0.08% | -1.3% |
Q2 2022 | $1,097,000 | -6.8% | 9,246 | +0.6% | 0.08% | +13.2% |
Q1 2022 | $1,177,000 | -0.2% | 9,188 | +0.6% | 0.07% | -4.2% |
Q4 2021 | $1,179,000 | +10.6% | 9,133 | +0.8% | 0.07% | 0.0% |
Q3 2021 | $1,066,000 | -3.2% | 9,064 | +0.7% | 0.07% | -4.1% |
Q2 2021 | $1,101,000 | +4.3% | 9,001 | +0.6% | 0.07% | -8.6% |
Q1 2021 | $1,056,000 | +12.2% | 8,946 | +0.7% | 0.08% | +3.8% |
Q4 2020 | $941,000 | +2.4% | 8,886 | -10.6% | 0.08% | -6.0% |
Q3 2020 | $919,000 | +2.0% | 9,944 | +0.6% | 0.08% | -4.6% |
Q2 2020 | $901,000 | +14.9% | 9,880 | +0.6% | 0.09% | -2.2% |
Q1 2020 | $784,000 | -25.2% | 9,818 | +0.8% | 0.09% | -5.3% |
Q4 2019 | $1,048,000 | +5.5% | 9,741 | +0.6% | 0.09% | -6.9% |
Q3 2019 | $993,000 | -18.7% | 9,679 | -20.1% | 0.10% | -19.2% |
Q2 2019 | $1,222,000 | +473.7% | 12,117 | +192.0% | 0.12% | +420.8% |
Q1 2019 | $213,000 | -80.2% | 4,150 | -65.4% | 0.02% | -84.0% |
Q4 2018 | $1,074,000 | +322.8% | 11,993 | +242.7% | 0.15% | -11.8% |
Q4 2013 | $254,000 | – | 3,500 | – | 0.17% | – |
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% |