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 | $629,670 | +3.0% | 5,475 | +9.8% | 0.03% | 0.0% |
| Q2 2023 | $611,387 | -0.9% | 4,988 | +0.0% | 0.03% | -9.7% |
| Q1 2023 | $616,992 | -1.1% | 4,987 | 0.0% | 0.03% | -11.4% |
| Q4 2022 | $623,946 | +12.2% | 4,987 | 0.0% | 0.04% | +16.7% |
| Q3 2022 | $556,000 | -6.4% | 4,987 | -0.4% | 0.03% | -18.9% |
| Q2 2022 | $594,000 | -7.3% | 5,007 | +0.0% | 0.04% | -14.0% |
| Q1 2022 | $641,000 | -1.1% | 5,006 | -0.2% | 0.04% | +7.5% |
| Q4 2021 | $648,000 | +9.8% | 5,016 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $590,000 | -4.7% | 5,016 | -1.0% | 0.04% | -8.9% |
| Q2 2021 | $619,000 | +0.7% | 5,066 | -2.8% | 0.04% | -11.8% |
| Q1 2021 | $615,000 | +6.2% | 5,213 | -4.7% | 0.05% | -7.3% |
| Q4 2020 | $579,000 | +8.4% | 5,470 | -5.4% | 0.06% | -8.3% |
| Q3 2020 | $534,000 | +0.6% | 5,780 | -0.8% | 0.06% | -11.8% |
| Q2 2020 | $531,000 | +14.2% | 5,827 | +0.0% | 0.07% | -9.3% |
| Q1 2020 | $465,000 | -26.9% | 5,826 | -1.4% | 0.08% | -19.4% |
| Q4 2019 | $636,000 | +4.8% | 5,909 | -0.1% | 0.09% | -6.1% |
| Q3 2019 | $607,000 | +0.5% | 5,913 | -1.3% | 0.10% | -3.9% |
| Q2 2019 | $604,000 | +1.7% | 5,989 | +0.3% | 0.10% | -5.5% |
| Q1 2019 | $594,000 | +11.0% | 5,973 | 0.0% | 0.11% | -9.9% |
| Q4 2018 | $535,000 | -8.5% | 5,973 | 0.0% | 0.12% | -18.2% |
| Q3 2018 | $585,000 | +5.4% | 5,973 | -0.3% | 0.15% | -2.0% |
| Q2 2018 | $555,000 | -0.2% | 5,990 | -1.8% | 0.15% | -5.0% |
| Q1 2018 | $556,000 | -3.6% | 6,097 | -0.2% | 0.16% | -7.0% |
| Q4 2017 | $577,000 | +7.1% | 6,107 | +3.4% | 0.17% | -15.3% |
| Q3 2017 | $539,000 | +21.4% | 5,907 | +18.3% | 0.20% | +8.6% |
| Q2 2017 | $444,000 | +4.0% | 4,995 | 0.0% | 0.19% | -15.1% |
| Q4 2016 | $427,000 | – | 4,995 | – | 0.22% | – |
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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% |