SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $551,255 | -2.5% | 4,793 | +3.9% | 0.37% | -6.9% |
Q2 2023 | $565,396 | -0.2% | 4,612 | +0.8% | 0.39% | -11.3% |
Q1 2023 | $566,276 | -0.4% | 4,577 | +0.7% | 0.44% | -13.0% |
Q4 2022 | $568,396 | +13.0% | 4,543 | +0.7% | 0.51% | +2.2% |
Q3 2022 | $503,000 | -5.5% | 4,511 | +0.7% | 0.50% | -0.8% |
Q2 2022 | $532,000 | -6.7% | 4,481 | +0.6% | 0.50% | +38.7% |
Q1 2022 | $570,000 | -0.9% | 4,453 | 0.0% | 0.36% | +8.7% |
Q4 2021 | $575,000 | +9.9% | 4,453 | +0.0% | 0.33% | +3.4% |
Q3 2021 | $523,000 | -3.9% | 4,452 | 0.0% | 0.32% | -0.9% |
Q2 2021 | $544,000 | +3.6% | 4,452 | +0.0% | 0.32% | -6.1% |
Q1 2021 | $525,000 | +7.1% | 4,451 | -3.7% | 0.35% | +2.4% |
Q4 2020 | $490,000 | +14.8% | 4,624 | +0.0% | 0.34% | -1.5% |
Q3 2020 | $427,000 | +1.2% | 4,623 | 0.0% | 0.34% | -5.8% |
Q2 2020 | $422,000 | +9.9% | 4,623 | -4.0% | 0.36% | -8.5% |
Q1 2020 | $384,000 | -28.4% | 4,814 | -3.4% | 0.40% | +24.0% |
Q4 2019 | $536,000 | +5.1% | 4,981 | 0.0% | 0.32% | -29.0% |
Q3 2019 | $510,000 | +1.2% | 4,981 | -0.3% | 0.45% | -10.0% |
Q2 2019 | $504,000 | -5.8% | 4,994 | -7.2% | 0.50% | +123.1% |
Q1 2019 | $535,000 | +1.3% | 5,381 | -8.8% | 0.22% | -59.1% |
Q4 2018 | $528,000 | -9.1% | 5,900 | -0.6% | 0.55% | +1.5% |
Q3 2018 | $581,000 | -15.6% | 5,934 | -21.3% | 0.54% | -5.6% |
Q1 2018 | $688,000 | -21.4% | 7,539 | -18.6% | 0.57% | -20.2% |
Q4 2017 | $875,000 | – | 9,257 | – | 0.72% | – |
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% |