SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 659 filers reported holding SPDR SERIES TRUST in Q4 2017. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $606,076 | -2.0% | 4,766 | +1.2% | 0.24% | -3.9% |
| Q1 2024 | $618,206 | +4.6% | 4,711 | -0.4% | 0.25% | -1.9% |
| Q4 2023 | $591,171 | +1.0% | 4,731 | -7.1% | 0.26% | -7.2% |
| Q3 2023 | $585,458 | -20.9% | 5,091 | -15.7% | 0.28% | -16.0% |
| Q2 2023 | $739,954 | -4.6% | 6,037 | -3.7% | 0.33% | -10.3% |
| Q1 2023 | $775,229 | -0.3% | 6,267 | +0.9% | 0.37% | -5.9% |
| Q4 2022 | $777,496 | +22.4% | 6,214 | +9.0% | 0.39% | +18.7% |
| Q3 2022 | $635,000 | -9.4% | 5,700 | -3.5% | 0.33% | -4.1% |
| Q2 2022 | $701,000 | +31.3% | 5,909 | +41.7% | 0.34% | +55.4% |
| Q1 2022 | $534,000 | +67.9% | 4,169 | +69.2% | 0.22% | +77.6% |
| Q4 2021 | $318,000 | +9.7% | 2,464 | 0.0% | 0.12% | -3.8% |
| Q3 2021 | $290,000 | +0.7% | 2,464 | +4.7% | 0.13% | -5.1% |
| Q2 2021 | $288,000 | +3.6% | 2,354 | 0.0% | 0.14% | -10.5% |
| Q1 2021 | $278,000 | +11.2% | 2,354 | -0.4% | 0.15% | +11.7% |
| Q4 2020 | $250,000 | +1.6% | 2,363 | -11.2% | 0.14% | -12.7% |
| Q3 2020 | $246,000 | +219.5% | 2,660 | +216.7% | 0.16% | +190.7% |
| Q2 2020 | $77,000 | +13.2% | 840 | 0.0% | 0.05% | +1.9% |
| Q1 2020 | $68,000 | -73.8% | 840 | -65.2% | 0.05% | -66.2% |
| Q4 2019 | $260,000 | +4.8% | 2,414 | 0.0% | 0.16% | -4.3% |
| Q3 2019 | $248,000 | +1.6% | 2,414 | 0.0% | 0.16% | 0.0% |
| Q2 2019 | $244,000 | -6.2% | 2,414 | -7.7% | 0.16% | -15.0% |
| Q1 2019 | $260,000 | +11.1% | 2,614 | 0.0% | 0.19% | -7.2% |
| Q4 2018 | $234,000 | -12.4% | 2,614 | -4.2% | 0.21% | +12.4% |
| Q3 2018 | $267,000 | +5.5% | 2,729 | -0.1% | 0.18% | -2.6% |
| Q2 2018 | $253,000 | +1.6% | 2,731 | 0.0% | 0.19% | -3.1% |
| Q1 2018 | $249,000 | -3.5% | 2,731 | 0.0% | 0.20% | +7.1% |
| Q4 2017 | $258,000 | – | 2,731 | – | 0.18% | – |
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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% |