SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,630 | -6.2% | 475 | 0.0% | 0.04% | +6.1% |
| Q2 2023 | $58,226 | -0.9% | 475 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $58,762 | -1.1% | 475 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $59,427 | +12.1% | 475 | 0.0% | 0.04% | +9.4% |
| Q3 2022 | $53,000 | -5.4% | 475 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $56,000 | -8.2% | 475 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $61,000 | 0.0% | 475 | 0.0% | 0.03% | +6.9% |
| Q4 2021 | $61,000 | +8.9% | 475 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $56,000 | -3.4% | 475 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $58,000 | +3.6% | 475 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $56,000 | +12.0% | 475 | 0.0% | 0.03% | +14.3% |
| Q4 2020 | $50,000 | +13.6% | 475 | 0.0% | 0.03% | +3.7% |
| Q3 2020 | $44,000 | +2.3% | 475 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $43,000 | -23.2% | 475 | -32.1% | 0.03% | -33.3% |
| Q1 2020 | $56,000 | -25.3% | 700 | 0.0% | 0.04% | -10.6% |
| Q4 2019 | $75,000 | +4.2% | 700 | 0.0% | 0.05% | -4.1% |
| Q3 2019 | $72,000 | +1.4% | 700 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $71,000 | +1.4% | 700 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $70,000 | +29.6% | 700 | +16.7% | 0.05% | +11.1% |
| Q4 2018 | $54,000 | -8.5% | 600 | 0.0% | 0.04% | +12.5% |
| Q3 2018 | $59,000 | +5.4% | 600 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $56,000 | +1.8% | 600 | 0.0% | 0.04% | +7.9% |
| Q1 2018 | $55,000 | -3.5% | 600 | 0.0% | 0.04% | +2.7% |
| Q4 2017 | $57,000 | +3.6% | 600 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $55,000 | +3.8% | 600 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $53,000 | 0.0% | 600 | -0.2% | 0.04% | -5.3% |
| Q1 2017 | $53,000 | +3.9% | 601 | +0.2% | 0.04% | 0.0% |
| Q4 2016 | $51,000 | 0.0% | 600 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $51,000 | +2.0% | 600 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $50,000 | +4.2% | 600 | 0.0% | 0.04% | -5.1% |
| Q1 2016 | $48,000 | +9.1% | 600 | 0.0% | 0.04% | +8.3% |
| Q4 2015 | $44,000 | +300.0% | 600 | +300.0% | 0.04% | +260.0% |
| Q3 2015 | $11,000 | – | 150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |