SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 757 filers reported holding SPDR SERIES TRUST in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,620,146 | -3.1% | 12,739 | 0.0% | 0.20% | -13.7% |
Q1 2024 | $1,671,866 | +5.0% | 12,739 | 0.0% | 0.23% | +8.7% |
Q4 2023 | $1,591,993 | +8.7% | 12,739 | 0.0% | 0.21% | -13.7% |
Q3 2023 | $1,465,112 | -20.2% | 12,739 | -14.9% | 0.24% | -39.0% |
Q2 2023 | $1,835,636 | -2.9% | 14,975 | -2.0% | 0.40% | -9.2% |
Q1 2023 | $1,889,547 | -1.1% | 15,274 | 0.0% | 0.44% | -3.5% |
Q4 2022 | $1,910,930 | +12.2% | 15,274 | 0.0% | 0.45% | -6.4% |
Q3 2022 | $1,703,000 | -6.4% | 15,274 | -0.4% | 0.48% | -5.3% |
Q2 2022 | $1,820,000 | -7.3% | 15,332 | 0.0% | 0.51% | +13.4% |
Q1 2022 | $1,964,000 | -0.8% | 15,332 | 0.0% | 0.45% | -17.2% |
Q4 2021 | $1,980,000 | +9.9% | 15,332 | 0.0% | 0.54% | +1.9% |
Q3 2021 | $1,802,000 | -3.9% | 15,332 | 0.0% | 0.53% | -5.7% |
Q2 2021 | $1,875,000 | +3.6% | 15,332 | 0.0% | 0.56% | -5.4% |
Q1 2021 | $1,810,000 | +9.8% | 15,332 | -1.4% | 0.60% | +2.6% |
Q4 2020 | $1,648,000 | +14.7% | 15,556 | 0.0% | 0.58% | +1.4% |
Q3 2020 | $1,437,000 | +1.3% | 15,556 | 0.0% | 0.57% | -23.3% |
Q2 2020 | $1,419,000 | -16.9% | 15,556 | -27.3% | 0.75% | -27.8% |
Q1 2020 | $1,708,000 | -31.9% | 21,384 | -8.2% | 1.03% | -9.5% |
Q4 2019 | $2,507,000 | +4.9% | 23,302 | 0.0% | 1.14% | -3.6% |
Q3 2019 | $2,391,000 | +1.7% | 23,302 | 0.0% | 1.18% | -1.7% |
Q2 2019 | $2,351,000 | +1.5% | 23,302 | 0.0% | 1.20% | +6.9% |
Q1 2019 | $2,316,000 | -1.6% | 23,302 | -11.4% | 1.13% | -21.4% |
Q4 2018 | $2,354,000 | – | 26,294 | – | 1.43% | – |
Download |
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% |