SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $485,338 | -1.8% | 3,816 | +1.4% | 0.04% | -2.6% |
Q1 2024 | $494,062 | +62.0% | 3,765 | +54.3% | 0.04% | +52.0% |
Q4 2023 | $304,927 | +8.7% | 2,440 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $280,625 | -6.2% | 2,440 | 0.0% | 0.02% | -7.4% |
Q2 2023 | $299,096 | -0.9% | 2,440 | 0.0% | 0.03% | -3.6% |
Q1 2023 | $301,853 | -1.1% | 2,440 | 0.0% | 0.03% | -9.7% |
Q4 2022 | $305,268 | +12.2% | 2,440 | 0.0% | 0.03% | +3.3% |
Q3 2022 | $272,000 | -6.2% | 2,440 | 0.0% | 0.03% | -3.2% |
Q2 2022 | $290,000 | -7.3% | 2,440 | 0.0% | 0.03% | +6.9% |
Q1 2022 | $313,000 | +9.1% | 2,440 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $287,000 | -3.7% | 2,440 | 0.0% | 0.03% | -6.5% |
Q2 2021 | $298,000 | +3.5% | 2,440 | 0.0% | 0.03% | -3.1% |
Q1 2021 | $288,000 | +11.6% | 2,440 | 0.0% | 0.03% | +3.2% |
Q4 2020 | $258,000 | +14.7% | 2,440 | 0.0% | 0.03% | +3.3% |
Q3 2020 | $225,000 | +0.9% | 2,440 | 0.0% | 0.03% | -3.2% |
Q2 2020 | $223,000 | +14.4% | 2,440 | 0.0% | 0.03% | -6.1% |
Q1 2020 | $195,000 | -25.6% | 2,440 | 0.0% | 0.03% | -17.5% |
Q4 2019 | $262,000 | +4.8% | 2,440 | 0.0% | 0.04% | -2.4% |
Q3 2019 | $250,000 | +1.6% | 2,440 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $246,000 | +1.2% | 2,440 | 0.0% | 0.04% | -2.4% |
Q1 2019 | $243,000 | +11.5% | 2,440 | 0.0% | 0.04% | 0.0% |
Q4 2018 | $218,000 | -8.8% | 2,440 | 0.0% | 0.04% | 0.0% |
Q3 2018 | $239,000 | +5.8% | 2,440 | 0.0% | 0.04% | -2.3% |
Q2 2018 | $226,000 | -2.6% | 2,440 | -4.1% | 0.04% | -6.5% |
Q1 2018 | $232,000 | -15.9% | 2,543 | -12.9% | 0.05% | -9.8% |
Q4 2017 | $276,000 | +1.5% | 2,921 | -2.0% | 0.05% | -3.8% |
Q3 2017 | $272,000 | +2.6% | 2,982 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $265,000 | +0.8% | 2,982 | 0.0% | 0.05% | -3.6% |
Q1 2017 | $263,000 | -1.9% | 2,982 | -4.7% | 0.06% | -6.8% |
Q4 2016 | $268,000 | +1.5% | 3,128 | 0.0% | 0.06% | -6.3% |
Q3 2016 | $264,000 | +28.8% | 3,128 | +28.2% | 0.06% | +26.0% |
Q2 2016 | $205,000 | +5.1% | 2,440 | 0.0% | 0.05% | -2.0% |
Q1 2016 | $195,000 | +8.3% | 2,440 | 0.0% | 0.05% | +6.2% |
Q4 2015 | $180,000 | +63.6% | 2,440 | +69.4% | 0.05% | -36.0% |
Q4 2011 | $110,000 | – | 1,440 | – | 0.08% | – |
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% |