SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. 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 | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |