SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $678,099 | -7.9% | 5,896 | -1.8% | 0.08% | -6.6% |
| Q2 2023 | $736,338 | -2.4% | 6,007 | -1.5% | 0.09% | -10.8% |
| Q1 2023 | $754,136 | -1.2% | 6,096 | -0.0% | 0.10% | -5.6% |
| Q4 2022 | $762,921 | +7.0% | 6,098 | -4.6% | 0.11% | -1.8% |
| Q3 2022 | $713,000 | -8.9% | 6,393 | -3.1% | 0.11% | -6.8% |
| Q2 2022 | $783,000 | -8.6% | 6,598 | -1.3% | 0.12% | 0.0% |
| Q1 2022 | $857,000 | -6.2% | 6,687 | -5.5% | 0.12% | -4.8% |
| Q4 2021 | $914,000 | +4.0% | 7,075 | -5.4% | 0.12% | -3.1% |
| Q3 2021 | $879,000 | -4.2% | 7,477 | -1.0% | 0.13% | -7.2% |
| Q2 2021 | $918,000 | +2.5% | 7,555 | -0.5% | 0.14% | -3.5% |
| Q1 2021 | $896,000 | +9.8% | 7,593 | -1.4% | 0.14% | -2.1% |
| Q4 2020 | $816,000 | +10.3% | 7,701 | -3.8% | 0.15% | -2.7% |
| Q3 2020 | $740,000 | -6.0% | 8,007 | -7.2% | 0.15% | -11.8% |
| Q2 2020 | $787,000 | +11.6% | 8,628 | -2.3% | 0.17% | -9.6% |
| Q1 2020 | $705,000 | -49.5% | 8,834 | -32.0% | 0.19% | -38.6% |
| Q4 2019 | $1,397,000 | +11.9% | 12,986 | +6.7% | 0.31% | +2.0% |
| Q3 2019 | $1,248,000 | +0.6% | 12,165 | -1.1% | 0.30% | +0.3% |
| Q2 2019 | $1,240,000 | -0.8% | 12,295 | -2.2% | 0.30% | -3.5% |
| Q1 2019 | $1,250,000 | -9.1% | 12,572 | -18.2% | 0.31% | -17.6% |
| Q4 2018 | $1,375,000 | +5629.2% | 15,365 | +6302.1% | 0.38% | +6166.7% |
| Q3 2018 | $24,000 | -71.8% | 240 | -73.7% | 0.01% | -73.9% |
| Q2 2018 | $85,000 | -97.0% | 913 | -96.9% | 0.02% | -97.3% |
| Q4 2017 | $2,819,000 | +181.1% | 29,835 | +154.4% | 0.85% | +94.7% |
| Q4 2016 | $1,003,000 | – | 11,728 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |