SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 645 filers reported holding SPDR SERIES TRUST in Q1 2018. 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 | $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 | 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% |