SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,011 filers reported holding SPDR SERIES TRUST in Q3 2022. The put-call ratio across all filers is 2.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |