SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 440 filers reported holding SPDR SERIES TRUST in Q4 2014. The put-call ratio across all filers is 1.19 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,130,439 | -6.0% | 8,888 | -3.0% | 0.31% | -8.6% |
| Q1 2024 | $1,202,093 | -5.0% | 9,159 | -9.5% | 0.34% | -16.0% |
| Q4 2023 | $1,265,134 | +4.4% | 10,123 | -3.9% | 0.40% | -6.3% |
| Q3 2023 | $1,211,343 | -6.2% | 10,533 | 0.0% | 0.43% | -3.4% |
| Q2 2023 | $1,291,074 | -0.9% | 10,533 | 0.0% | 0.44% | -7.1% |
| Q1 2023 | $1,302,976 | -4.4% | 10,533 | -3.3% | 0.48% | -8.1% |
| Q4 2022 | $1,362,448 | +10.1% | 10,890 | -2.0% | 0.52% | -0.6% |
| Q3 2022 | $1,238,000 | -2.3% | 11,110 | +4.0% | 0.52% | +5.0% |
| Q2 2022 | $1,267,000 | -12.6% | 10,680 | -5.6% | 0.50% | -0.2% |
| Q1 2022 | $1,449,000 | -11.8% | 11,314 | -11.1% | 0.50% | -7.8% |
| Q4 2021 | $1,643,000 | +8.0% | 12,726 | -1.6% | 0.54% | -2.0% |
| Q3 2021 | $1,521,000 | -4.6% | 12,935 | -0.8% | 0.55% | -5.7% |
| Q2 2021 | $1,594,000 | +0.1% | 13,035 | -3.4% | 0.58% | -6.3% |
| Q1 2021 | $1,593,000 | +11.5% | 13,497 | 0.0% | 0.62% | +6.1% |
| Q4 2020 | $1,429,000 | +15.3% | 13,497 | +0.6% | 0.59% | +2.4% |
| Q3 2020 | $1,239,000 | -5.3% | 13,417 | -6.5% | 0.57% | -9.9% |
| Q2 2020 | $1,308,000 | +47.3% | 14,344 | +28.9% | 0.64% | +31.2% |
| Q1 2020 | $888,000 | +982.9% | 11,131 | +1356.9% | 0.48% | +1412.5% |
| Q4 2019 | $82,000 | +7.9% | 764 | -2.2% | 0.03% | 0.0% |
| Q3 2018 | $76,000 | -67.4% | 781 | -71.8% | 0.03% | -75.8% |
| Q3 2016 | $233,000 | +258.5% | 2,768 | +236.7% | 0.13% | +256.8% |
| Q4 2014 | $65,000 | – | 822 | – | 0.04% | – |
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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% |