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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138 | -6.1% | 1,202 | 0.0% | 0.09% | -5.3% |
| Q2 2023 | $147 | -29.0% | 1,202 | -28.0% | 0.10% | -31.2% |
| Q1 2023 | $207 | -1.0% | 1,670 | 0.0% | 0.14% | -3.5% |
| Q4 2022 | $209 | -99.8% | 1,670 | +78.4% | 0.14% | +76.5% |
| Q3 2022 | $104,000 | -6.3% | 936 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $111,000 | -7.5% | 936 | 0.0% | 0.08% | +5.2% |
| Q1 2022 | $120,000 | -0.8% | 936 | 0.0% | 0.08% | -2.5% |
| Q4 2021 | $121,000 | +10.0% | 936 | 0.0% | 0.08% | -1.2% |
| Q3 2021 | $110,000 | -3.5% | 936 | 0.0% | 0.08% | +1.3% |
| Q2 2021 | $114,000 | +3.6% | 936 | 0.0% | 0.08% | -4.8% |
| Q1 2021 | $110,000 | +11.1% | 936 | 0.0% | 0.08% | +5.1% |
| Q4 2020 | $99,000 | +15.1% | 936 | 0.0% | 0.08% | +6.8% |
| Q3 2020 | $86,000 | +1.2% | 936 | 0.0% | 0.07% | +2.8% |
| Q2 2020 | $85,000 | +13.3% | 936 | 0.0% | 0.07% | -2.7% |
| Q1 2020 | $75,000 | -25.7% | 936 | 0.0% | 0.07% | -7.5% |
| Q4 2019 | $101,000 | +5.2% | 936 | 0.0% | 0.08% | +3.9% |
| Q3 2019 | $96,000 | +2.1% | 936 | 0.0% | 0.08% | -6.1% |
| Q2 2019 | $94,000 | +1.1% | 936 | 0.0% | 0.08% | +1.2% |
| Q1 2019 | $93,000 | +10.7% | 936 | 0.0% | 0.08% | -3.6% |
| Q4 2018 | $84,000 | -8.7% | 936 | 0.0% | 0.08% | +6.3% |
| Q3 2018 | $92,000 | +5.7% | 936 | 0.0% | 0.08% | +1.3% |
| Q2 2018 | $87,000 | -99.9% | 936 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $85,363,000 | -3.5% | 936 | 0.0% | 0.08% | +5.5% |
| Q4 2017 | $88,433,000 | +3.4% | 936 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $85,485,000 | +2.7% | 936 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $83,201,000 | +0.9% | 936 | 0.0% | 0.07% | -1.4% |
| Q1 2017 | $82,499,000 | +3.0% | 936 | 0.0% | 0.07% | -2.7% |
| Q4 2016 | $80,084,000 | – | 936 | – | 0.08% | – |
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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% |