SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,267,954 | -7.6% | 71,889 | -1.5% | 3.60% | -2.8% |
Q2 2023 | $8,950,669 | +2.9% | 73,019 | +3.8% | 3.71% | -3.1% |
Q1 2023 | $8,700,401 | -0.8% | 70,329 | +0.3% | 3.82% | -7.1% |
Q4 2022 | $8,771,337 | +13.3% | 70,109 | +1.0% | 4.12% | +3.4% |
Q3 2022 | $7,740,000 | -1.7% | 69,419 | +4.6% | 3.98% | -0.2% |
Q2 2022 | $7,876,000 | -4.3% | 66,359 | +3.3% | 3.99% | +14.1% |
Q1 2022 | $8,232,000 | +1.4% | 64,259 | +2.2% | 3.50% | +5.8% |
Q4 2021 | $8,116,000 | +9.4% | 62,856 | -0.4% | 3.31% | -0.8% |
Q3 2021 | $7,421,000 | -4.9% | 63,126 | -1.1% | 3.33% | -5.0% |
Q2 2021 | $7,803,000 | +3.0% | 63,816 | -0.6% | 3.50% | -2.7% |
Q1 2021 | $7,579,000 | +11.3% | 64,216 | -0.1% | 3.60% | +4.9% |
Q4 2020 | $6,808,000 | +16.5% | 64,266 | +1.6% | 3.44% | +2.2% |
Q3 2020 | $5,846,000 | +1.0% | 63,266 | -0.3% | 3.36% | -5.2% |
Q2 2020 | $5,788,000 | +17.5% | 63,466 | +2.9% | 3.54% | -1.2% |
Q1 2020 | $4,927,000 | -22.0% | 61,696 | +5.0% | 3.58% | -2.3% |
Q4 2019 | $6,320,000 | +4.7% | 58,751 | -0.1% | 3.67% | -1.7% |
Q3 2019 | $6,036,000 | +2.0% | 58,831 | +0.3% | 3.73% | +1.7% |
Q2 2019 | $5,918,000 | +2.9% | 58,666 | +1.5% | 3.67% | -0.1% |
Q1 2019 | $5,749,000 | +10.4% | 57,826 | -0.6% | 3.68% | -6.2% |
Q4 2018 | $5,206,000 | -9.1% | 58,153 | -0.6% | 3.92% | +16.2% |
Q3 2018 | $5,730,000 | +5.7% | 58,509 | +0.1% | 3.37% | -0.9% |
Q2 2018 | $5,420,000 | +3.0% | 58,469 | +1.3% | 3.40% | +1.6% |
Q1 2018 | $5,263,000 | -4.2% | 57,704 | -0.7% | 3.35% | -0.5% |
Q4 2017 | $5,493,000 | -3.6% | 58,136 | -6.8% | 3.36% | -4.6% |
Q3 2017 | $5,700,000 | +2.2% | 62,406 | -0.6% | 3.53% | -1.7% |
Q2 2017 | $5,580,000 | -3.9% | 62,776 | -4.7% | 3.59% | -4.6% |
Q1 2017 | $5,808,000 | +3.5% | 65,895 | +0.5% | 3.77% | +4.1% |
Q4 2016 | $5,612,000 | -1.4% | 65,595 | -2.8% | 3.62% | -4.4% |
Q3 2016 | $5,691,000 | -1.0% | 67,455 | -1.5% | 3.78% | -0.9% |
Q2 2016 | $5,749,000 | +5.9% | 68,510 | +0.9% | 3.82% | +6.8% |
Q1 2016 | $5,428,000 | +14.1% | 67,910 | +5.0% | 3.57% | +8.1% |
Q4 2015 | $4,757,000 | -2.4% | 64,665 | -4.2% | 3.31% | -4.0% |
Q3 2015 | $4,872,000 | -3.8% | 67,515 | +1.6% | 3.44% | +6.4% |
Q2 2015 | $5,064,000 | -5.6% | 66,445 | -3.1% | 3.24% | -5.5% |
Q1 2015 | $5,364,000 | +0.7% | 68,595 | +1.5% | 3.42% | -1.4% |
Q4 2014 | $5,327,000 | – | 67,595 | – | 3.47% | – |
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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% |