SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 648 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 0.76 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,966 | -99.9% | 15,716 | +5.8% | 0.19% | +9.6% |
Q3 2022 | $1,656,000 | -4.9% | 14,854 | +1.2% | 0.18% | -0.6% |
Q2 2022 | $1,741,000 | -7.9% | 14,675 | -0.6% | 0.18% | +14.1% |
Q1 2022 | $1,891,000 | -12.0% | 14,762 | -11.3% | 0.16% | -6.0% |
Q4 2021 | $2,149,000 | +37.8% | 16,640 | +25.4% | 0.17% | -42.2% |
Q3 2021 | $1,560,000 | -7.9% | 13,267 | -4.2% | 0.29% | +31.1% |
Q2 2021 | $1,693,000 | +5.2% | 13,847 | +1.5% | 0.22% | -10.2% |
Q1 2021 | $1,609,000 | +9.2% | 13,636 | -2.0% | 0.24% | +12.4% |
Q4 2020 | $1,474,000 | +4.7% | 13,909 | -8.7% | 0.22% | -6.9% |
Q3 2020 | $1,408,000 | +30.4% | 15,239 | +28.6% | 0.23% | +17.7% |
Q2 2020 | $1,080,000 | -7.2% | 11,848 | -18.7% | 0.20% | -25.8% |
Q1 2020 | $1,164,000 | -35.7% | 14,572 | -13.5% | 0.27% | -12.2% |
Q4 2019 | $1,811,000 | -12.4% | 16,840 | -16.4% | 0.30% | -14.1% |
Q3 2019 | $2,067,000 | +26.4% | 20,142 | +24.3% | 0.35% | -1.1% |
Q2 2019 | $1,635,000 | +6.0% | 16,203 | +4.4% | 0.36% | -5.8% |
Q1 2019 | $1,543,000 | +10.4% | 15,522 | -0.6% | 0.38% | -7.5% |
Q4 2018 | $1,398,000 | -10.1% | 15,623 | -1.7% | 0.41% | +7.6% |
Q3 2018 | $1,555,000 | +2.0% | 15,886 | -3.4% | 0.38% | -5.9% |
Q2 2018 | $1,524,000 | +1.3% | 16,448 | -0.3% | 0.41% | -12.9% |
Q1 2018 | $1,504,000 | -5.5% | 16,492 | -2.2% | 0.47% | +1.7% |
Q4 2017 | $1,592,000 | +6.8% | 16,859 | +3.3% | 0.46% | -8.4% |
Q3 2017 | $1,490,000 | +4.6% | 16,322 | +1.9% | 0.50% | -1.2% |
Q2 2017 | $1,424,000 | +0.8% | 16,022 | +0.0% | 0.51% | -7.2% |
Q1 2017 | $1,412,000 | +3.7% | 16,021 | +0.7% | 0.54% | -9.5% |
Q4 2016 | $1,361,000 | +2.2% | 15,916 | +0.8% | 0.60% | -4.4% |
Q3 2016 | $1,332,000 | +1.6% | 15,787 | +1.0% | 0.63% | +0.2% |
Q2 2016 | $1,311,000 | +3.6% | 15,627 | -1.4% | 0.63% | -0.9% |
Q1 2016 | $1,266,000 | +8.7% | 15,841 | 0.0% | 0.64% | +5.5% |
Q4 2015 | $1,165,000 | – | 15,841 | – | 0.60% | – |
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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% |