SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,025 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $44,989 | +8.7% | 360 | 0.0% | 0.03% | +3.1% |
Q3 2023 | $41,404 | -6.2% | 360 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $44,129 | +97964.4% | 360 | 0.0% | 0.03% | -5.9% |
Q1 2023 | $45 | 0.0% | 360 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $45 | -99.9% | 360 | 0.0% | 0.03% | +3.0% |
Q3 2022 | $40,000 | -7.0% | 360 | 0.0% | 0.03% | -2.9% |
Q2 2022 | $43,000 | -6.5% | 360 | 0.0% | 0.03% | +17.2% |
Q1 2022 | $46,000 | 0.0% | 360 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $46,000 | -19.3% | 360 | -25.8% | 0.03% | -25.6% |
Q3 2021 | $57,000 | -3.4% | 485 | 0.0% | 0.04% | +2.6% |
Q2 2021 | $59,000 | +3.5% | 485 | 0.0% | 0.04% | -7.3% |
Q1 2021 | $57,000 | +11.8% | 485 | 0.0% | 0.04% | +13.9% |
Q4 2020 | $51,000 | -3.8% | 485 | -26.5% | 0.04% | -34.5% |
Q1 2020 | $53,000 | -25.4% | 660 | 0.0% | 0.06% | +1.9% |
Q4 2019 | $71,000 | +4.4% | 660 | 0.0% | 0.05% | 0.0% |
Q3 2019 | $68,000 | +1.5% | 660 | 0.0% | 0.05% | -8.5% |
Q2 2019 | $67,000 | +1.5% | 660 | 0.0% | 0.06% | -4.8% |
Q1 2019 | $66,000 | +20.0% | 660 | +8.2% | 0.06% | +5.1% |
Q4 2018 | $55,000 | -8.3% | 610 | 0.0% | 0.06% | +20.4% |
Q3 2018 | $60,000 | +5.3% | 610 | 0.0% | 0.05% | -2.0% |
Q2 2018 | $57,000 | +1.8% | 610 | 0.0% | 0.05% | +6.4% |
Q1 2018 | $56,000 | -3.4% | 610 | 0.0% | 0.05% | -2.1% |
Q4 2017 | $58,000 | +3.6% | 610 | 0.0% | 0.05% | +4.3% |
Q3 2017 | $56,000 | +3.7% | 610 | 0.0% | 0.05% | -4.2% |
Q2 2017 | $54,000 | 0.0% | 610 | 0.0% | 0.05% | -2.0% |
Q1 2017 | $54,000 | – | 610 | – | 0.05% | – |
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% |