SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 578 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $714,738 | +4.2% | 5,620 | +7.5% | 0.06% | -3.3% |
Q1 2024 | $685,821 | +5.4% | 5,226 | +0.3% | 0.06% | -4.7% |
Q4 2023 | $650,917 | +2.4% | 5,208 | -5.8% | 0.06% | -12.3% |
Q3 2023 | $635,743 | -7.2% | 5,527 | -1.1% | 0.07% | -5.2% |
Q2 2023 | $685,098 | -4.1% | 5,589 | -3.2% | 0.08% | -15.4% |
Q1 2023 | $714,637 | -0.8% | 5,776 | +0.3% | 0.09% | -9.0% |
Q4 2022 | $720,746 | +9.9% | 5,760 | -2.2% | 0.10% | +3.1% |
Q3 2022 | $656,000 | -4.8% | 5,887 | +1.3% | 0.10% | +1.0% |
Q2 2022 | $689,000 | -7.8% | 5,809 | -0.4% | 0.10% | +3.2% |
Q1 2022 | $747,000 | -2.7% | 5,831 | -2.0% | 0.09% | 0.0% |
Q4 2021 | $768,000 | +17.3% | 5,950 | +6.8% | 0.09% | +4.5% |
Q3 2021 | $655,000 | +38.2% | 5,571 | +43.8% | 0.09% | -1.1% |
Q2 2021 | $474,000 | +4.2% | 3,874 | +0.4% | 0.09% | -2.2% |
Q1 2021 | $455,000 | +13.5% | 3,858 | +1.7% | 0.09% | -2.1% |
Q4 2020 | $401,000 | +14.6% | 3,792 | +0.5% | 0.09% | -1.1% |
Q3 2020 | $350,000 | -23.6% | 3,773 | -24.6% | 0.10% | -30.7% |
Q2 2020 | $458,000 | +6.8% | 5,007 | -7.2% | 0.14% | -12.2% |
Q1 2020 | $429,000 | -36.8% | 5,393 | -14.7% | 0.16% | -18.8% |
Q4 2019 | $679,000 | +4.9% | 6,323 | +0.1% | 0.19% | -4.0% |
Q3 2019 | $647,000 | -3.4% | 6,319 | -4.5% | 0.20% | +3.6% |
Q2 2019 | $670,000 | +6.3% | 6,618 | +4.2% | 0.19% | +2.7% |
Q1 2019 | $630,000 | -9.4% | 6,352 | -18.2% | 0.19% | -15.7% |
Q4 2018 | $695,000 | -11.9% | 7,769 | -3.7% | 0.22% | -2.2% |
Q3 2018 | $789,000 | +14.7% | 8,066 | +8.6% | 0.23% | +4.1% |
Q2 2018 | $688,000 | -10.6% | 7,424 | -14.2% | 0.22% | -16.1% |
Q1 2018 | $770,000 | -1.3% | 8,649 | +5.7% | 0.26% | +7.9% |
Q4 2017 | $780,000 | +10.8% | 8,181 | +6.6% | 0.24% | -9.0% |
Q3 2017 | $704,000 | +8.3% | 7,671 | +4.5% | 0.27% | -6.7% |
Q2 2017 | $650,000 | +55.5% | 7,342 | +54.7% | 0.28% | +42.5% |
Q1 2017 | $418,000 | – | 4,746 | – | 0.20% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |