SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $935,702 | -17.3% | 8,144 | -11.5% | 0.06% | -19.0% |
Q2 2023 | $1,132,122 | -15.2% | 9,205 | -14.7% | 0.08% | -20.2% |
Q1 2023 | $1,335,088 | -11.0% | 10,792 | -10.0% | 0.10% | -17.5% |
Q4 2022 | $1,499,445 | -32.2% | 11,985 | -39.5% | 0.12% | -58.2% |
Q3 2022 | $2,210,000 | -92.7% | 19,822 | -92.2% | 0.29% | -91.3% |
Q2 2022 | $30,074,000 | -14.0% | 253,383 | -7.2% | 3.31% | -11.0% |
Q1 2022 | $34,978,000 | -6.5% | 273,032 | -5.8% | 3.72% | -6.3% |
Q4 2021 | $37,426,000 | +9.7% | 289,856 | -0.1% | 3.97% | +4.5% |
Q3 2021 | $34,121,000 | -5.6% | 290,265 | -1.8% | 3.80% | -4.2% |
Q2 2021 | $36,140,000 | +4.4% | 295,554 | +0.7% | 3.96% | -23.2% |
Q1 2021 | $34,627,000 | +12.7% | 293,371 | +1.2% | 5.16% | -5.5% |
Q4 2020 | $30,712,000 | +14.2% | 289,929 | -0.4% | 5.46% | -3.0% |
Q3 2020 | $26,899,000 | +941.4% | 291,125 | +1002.3% | 5.63% | +914.8% |
Q2 2020 | $2,583,000 | +19.1% | 26,411 | -1.0% | 0.56% | -3.6% |
Q1 2020 | $2,169,000 | -17.8% | 26,689 | +9.3% | 0.58% | -7.1% |
Q4 2019 | $2,638,000 | +101.8% | 24,408 | +91.6% | 0.62% | -28.7% |
Q3 2019 | $1,307,000 | -5.8% | 12,737 | -7.4% | 0.87% | -18.5% |
Q2 2019 | $1,387,000 | +9.6% | 13,753 | +8.0% | 1.07% | -34.8% |
Q1 2019 | $1,266,000 | +8.3% | 12,734 | -2.5% | 1.64% | +46.5% |
Q4 2018 | $1,169,000 | – | 13,063 | – | 1.12% | – |
Download |
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% |