SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,126 | -6.2% | 175 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $21,451 | -0.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,650 | +3.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,000 | +5.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -4.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 175 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -4.3% | 175 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +9.5% | 175 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +10.5% | 175 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | +18.8% | 175 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | 0.0% | 175 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $16,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -26.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | -68.3% | 175 | -69.6% | 0.00% | -66.7% |
| Q3 2019 | $60,000 | +3.4% | 575 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $58,000 | +1.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $57,000 | +11.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $51,000 | -8.9% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | -47.2% | 575 | -50.0% | 0.00% | -50.0% |
| Q2 2018 | $106,000 | +1.9% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $104,000 | -3.7% | 1,150 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $108,000 | +134.8% | 1,150 | +82.5% | 0.00% | +100.0% |
| Q4 2015 | $46,000 | +2.2% | 630 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $45,000 | -89.3% | 630 | -88.6% | 0.00% | -87.5% |
| Q2 2015 | $421,000 | +9.9% | 5,530 | +12.9% | 0.02% | +14.3% |
| Q1 2015 | $383,000 | -1.0% | 4,900 | 0.0% | 0.01% | -22.2% |
| Q4 2014 | $387,000 | +5.4% | 4,900 | 0.0% | 0.02% | +20.0% |
| Q3 2014 | $367,000 | -2.1% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $375,000 | – | 4,900 | – | 0.02% | – |
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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% |