SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 556 filers reported holding SPDR SERIES TRUST in Q4 2016. The put-call ratio across all filers is 0.44 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,006,795 | +12.2% | 8,047 | 0.0% | 0.28% | +11.3% |
| Q3 2022 | $897,000 | -6.1% | 8,047 | 0.0% | 0.25% | +3.8% |
| Q2 2022 | $955,000 | +129.6% | 8,047 | +147.7% | 0.24% | +170.5% |
| Q1 2022 | $416,000 | -30.8% | 3,249 | -30.2% | 0.09% | -21.4% |
| Q4 2021 | $601,000 | +9.7% | 4,654 | 0.0% | 0.11% | +0.9% |
| Q3 2021 | $548,000 | -3.7% | 4,654 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $569,000 | +3.6% | 4,654 | 0.0% | 0.11% | -13.4% |
| Q1 2021 | $549,000 | +11.4% | 4,654 | 0.0% | 0.13% | +9.5% |
| Q4 2020 | $493,000 | -8.7% | 4,654 | -20.5% | 0.12% | -17.1% |
| Q3 2020 | $540,000 | -2.0% | 5,854 | -3.0% | 0.14% | -15.7% |
| Q2 2020 | $551,000 | -32.3% | 6,037 | -43.6% | 0.17% | -48.6% |
| Q1 2020 | $814,000 | -45.6% | 10,696 | -23.1% | 0.32% | -29.8% |
| Q4 2019 | $1,497,000 | +14.2% | 13,915 | +8.9% | 0.46% | +24.7% |
| Q3 2019 | $1,311,000 | +2.3% | 12,776 | +0.6% | 0.37% | -15.8% |
| Q2 2019 | $1,281,000 | +2.1% | 12,696 | +0.6% | 0.44% | -2.2% |
| Q1 2019 | $1,255,000 | +8.8% | 12,623 | -2.0% | 0.45% | +22.1% |
| Q4 2018 | $1,154,000 | -4.7% | 12,886 | +4.2% | 0.37% | -0.5% |
| Q3 2018 | $1,211,000 | +6.3% | 12,366 | +0.6% | 0.37% | -14.2% |
| Q2 2018 | $1,139,000 | +3.9% | 12,292 | +0.2% | 0.43% | +4.1% |
| Q1 2018 | $1,096,000 | -52.5% | 12,264 | -51.1% | 0.41% | +12.8% |
| Q4 2017 | $2,306,000 | +124.8% | 25,078 | +115.7% | 0.37% | -9.0% |
| Q2 2017 | $1,026,000 | 0.0% | 11,625 | 0.0% | 0.40% | -12.4% |
| Q1 2017 | $1,026,000 | +3.1% | 11,625 | 0.0% | 0.46% | -12.9% |
| Q4 2016 | $995,000 | -7.9% | 11,625 | -1.6% | 0.53% | +5.0% |
| Q3 2014 | $1,080,000 | – | 11,820 | – | 0.50% | – |
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% |