SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 filers reported holding SPDR SERIES TRUST in Q4 2017. 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 | $92,008 | -6.2% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $98,064 | -0.9% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $98,968 | -1.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $100,088 | +12.5% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $89,000 | -6.3% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $95,000 | -6.9% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $102,000 | -1.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $103,000 | +9.6% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $94,000 | -4.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $98,000 | +4.3% | 800 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $94,000 | -54.6% | 800 | -59.0% | 0.00% | -57.1% |
| Q4 2020 | $207,000 | +46.8% | 1,950 | +27.5% | 0.01% | +16.7% |
| Q3 2020 | $141,000 | +1.4% | 1,530 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $139,000 | +21.9% | 1,530 | +7.0% | 0.01% | 0.0% |
| Q1 2020 | $114,000 | -16.8% | 1,430 | +11.7% | 0.01% | +20.0% |
| Q4 2019 | $137,000 | +4.6% | 1,280 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $131,000 | +1.6% | 1,280 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $129,000 | +1.6% | 1,280 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $127,000 | -72.1% | 1,280 | -74.8% | 0.00% | -75.0% |
| Q4 2018 | $455,000 | -2.2% | 5,080 | +6.9% | 0.02% | +23.1% |
| Q3 2018 | $465,000 | +5.7% | 4,750 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $440,000 | -4.6% | 4,750 | -5.9% | 0.01% | 0.0% |
| Q1 2018 | $461,000 | -36.0% | 5,050 | -33.7% | 0.01% | -38.1% |
| Q4 2017 | $720,000 | -1.8% | 7,620 | -5.0% | 0.02% | 0.0% |
| Q3 2017 | $733,000 | -5.7% | 8,025 | -8.1% | 0.02% | -4.5% |
| Q2 2017 | $777,000 | +0.9% | 8,737 | 0.0% | 0.02% | +10.0% |
| Q1 2017 | $770,000 | -34.0% | 8,737 | -35.9% | 0.02% | -37.5% |
| Q4 2016 | $1,167,000 | -38.5% | 13,639 | -39.4% | 0.03% | -43.9% |
| Q3 2016 | $1,899,000 | -73.5% | 22,516 | -73.6% | 0.06% | -75.2% |
| Q2 2016 | $7,156,000 | +525.5% | 85,272 | +495.7% | 0.23% | +538.9% |
| Q1 2016 | $1,144,000 | -7.5% | 14,315 | -14.8% | 0.04% | +9.1% |
| Q4 2015 | $1,237,000 | -29.6% | 16,810 | -31.0% | 0.03% | -23.3% |
| Q3 2015 | $1,758,000 | -2.1% | 24,360 | +3.4% | 0.04% | +10.3% |
| Q2 2015 | $1,796,000 | – | 23,570 | – | 0.04% | – |
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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% |