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 | $301,312 | -5.6% | 2,620 | +0.7% | 0.04% | 0.0% |
Q2 2023 | $319,026 | -0.3% | 2,603 | +0.7% | 0.04% | -5.3% |
Q1 2023 | $319,830 | -0.5% | 2,585 | +0.6% | 0.04% | -5.0% |
Q4 2022 | $321,560 | +12.8% | 2,570 | +0.7% | 0.04% | +2.6% |
Q3 2022 | $285,000 | -5.3% | 2,552 | +0.6% | 0.04% | +2.6% |
Q2 2022 | $301,000 | -6.8% | 2,536 | +0.7% | 0.04% | -5.0% |
Q1 2022 | $323,000 | 0.0% | 2,519 | +0.6% | 0.04% | -2.4% |
Q4 2021 | $323,000 | +10.6% | 2,504 | +0.8% | 0.04% | 0.0% |
Q3 2021 | $292,000 | -3.3% | 2,485 | +0.7% | 0.04% | -4.7% |
Q2 2021 | $302,000 | +4.5% | 2,467 | +0.6% | 0.04% | -2.3% |
Q1 2021 | $289,000 | +12.0% | 2,452 | +0.7% | 0.04% | +10.0% |
Q4 2020 | $258,000 | +15.7% | 2,435 | +1.0% | 0.04% | 0.0% |
Q3 2020 | $223,000 | +2.3% | 2,412 | +0.8% | 0.04% | -7.0% |
Q2 2020 | $218,000 | +14.7% | 2,394 | +0.8% | 0.04% | -8.5% |
Q1 2020 | $190,000 | -42.1% | 2,376 | -22.1% | 0.05% | -24.2% |
Q4 2019 | $328,000 | +5.5% | 3,052 | +0.7% | 0.06% | -6.1% |
Q3 2019 | $311,000 | +2.3% | 3,030 | +0.7% | 0.07% | -2.9% |
Q2 2019 | $304,000 | +2.4% | 3,009 | +0.6% | 0.07% | -2.9% |
Q1 2019 | $297,000 | +10.8% | 2,991 | 0.0% | 0.07% | +4.5% |
Q4 2018 | $268,000 | -8.5% | 2,991 | 0.0% | 0.07% | -5.6% |
Q3 2018 | $293,000 | +5.8% | 2,991 | 0.0% | 0.07% | -2.7% |
Q2 2018 | $277,000 | -3.1% | 2,991 | -4.8% | 0.07% | -7.6% |
Q1 2018 | $286,000 | +1.1% | 3,141 | +5.0% | 0.08% | -6.0% |
Q4 2017 | $283,000 | +3.7% | 2,991 | 0.0% | 0.08% | -4.5% |
Q3 2017 | $273,000 | +2.6% | 2,991 | 0.0% | 0.09% | -5.4% |
Q2 2017 | $266,000 | +0.8% | 2,991 | 0.0% | 0.09% | -7.0% |
Q1 2017 | $264,000 | +3.1% | 2,991 | 0.0% | 0.10% | 0.0% |
Q4 2016 | $256,000 | +1.6% | 2,991 | 0.0% | 0.10% | -9.9% |
Q3 2016 | $252,000 | +0.4% | 2,991 | 0.0% | 0.11% | -1.8% |
Q2 2016 | $251,000 | +5.0% | 2,991 | 0.0% | 0.11% | -2.6% |
Q1 2016 | $239,000 | +8.6% | 2,991 | 0.0% | 0.12% | +0.9% |
Q4 2015 | $220,000 | +1.9% | 2,991 | 0.0% | 0.12% | -16.7% |
Q3 2015 | $216,000 | -5.3% | 2,991 | 0.0% | 0.14% | -5.5% |
Q2 2015 | $228,000 | -2.6% | 2,991 | 0.0% | 0.15% | -8.2% |
Q1 2015 | $234,000 | -0.8% | 2,991 | 0.0% | 0.16% | -3.6% |
Q4 2014 | $236,000 | – | 2,991 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |