SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q3 2017. The put-call ratio across all filers is 0.60 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $248,950 | -7.5% | 2,165 | -1.4% | 0.09% | -5.3% |
Q2 2023 | $269,190 | -4.2% | 2,196 | -3.3% | 0.10% | -8.7% |
Q1 2023 | $280,861 | +1.7% | 2,270 | +2.9% | 0.10% | -2.8% |
Q4 2022 | $276,031 | +10.4% | 2,206 | -1.5% | 0.11% | -0.9% |
Q3 2022 | $250,000 | -6.7% | 2,239 | -0.8% | 0.11% | -2.7% |
Q2 2022 | $268,000 | -7.3% | 2,257 | +0.1% | 0.11% | -3.5% |
Q1 2022 | $289,000 | 0.0% | 2,254 | +0.7% | 0.12% | -3.4% |
Q4 2021 | $289,000 | +8.6% | 2,239 | -1.1% | 0.12% | -2.5% |
Q3 2021 | $266,000 | -3.6% | 2,263 | +0.3% | 0.12% | -0.8% |
Q2 2021 | $276,000 | +2.6% | 2,256 | -1.1% | 0.12% | -5.4% |
Q1 2021 | $269,000 | +11.2% | 2,281 | -0.3% | 0.13% | +4.8% |
Q4 2020 | $242,000 | -13.6% | 2,288 | -34.7% | 0.12% | -34.7% |
Q1 2020 | $280,000 | -25.9% | 3,503 | -0.3% | 0.19% | -2.1% |
Q4 2019 | $378,000 | +5.3% | 3,512 | +0.4% | 0.19% | +2.6% |
Q3 2019 | $359,000 | +1.4% | 3,497 | -0.3% | 0.19% | +14.5% |
Q2 2019 | $354,000 | +3.5% | 3,508 | +2.1% | 0.16% | -2.4% |
Q1 2019 | $342,000 | +11.4% | 3,437 | +0.3% | 0.17% | -1.2% |
Q4 2018 | $307,000 | -7.5% | 3,428 | +1.3% | 0.17% | -8.6% |
Q3 2018 | $332,000 | +3.8% | 3,385 | -2.1% | 0.19% | 0.0% |
Q2 2018 | $320,000 | +2.6% | 3,457 | +0.8% | 0.19% | +3.9% |
Q1 2018 | $312,000 | +1.6% | 3,428 | +5.6% | 0.18% | -10.9% |
Q4 2017 | $307,000 | +3.4% | 3,246 | -0.1% | 0.20% | +2.0% |
Q3 2017 | $297,000 | +2.4% | 3,250 | -0.5% | 0.20% | +0.5% |
Q2 2017 | $290,000 | +0.7% | 3,266 | -0.1% | 0.20% | +0.5% |
Q1 2017 | $288,000 | +3.6% | 3,270 | +0.8% | 0.20% | -2.0% |
Q4 2016 | $278,000 | +3.0% | 3,245 | +1.4% | 0.20% | +3.6% |
Q3 2016 | $270,000 | +1.5% | 3,200 | +1.1% | 0.19% | +3.2% |
Q2 2016 | $266,000 | +5.1% | 3,164 | +0.1% | 0.19% | +2.2% |
Q1 2016 | $253,000 | -2.3% | 3,162 | -10.2% | 0.18% | -13.3% |
Q4 2015 | $259,000 | – | 3,521 | – | 0.21% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |