SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 32 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,516,616 | -9.8% | 13,187 | -3.9% | 0.08% | -11.4% |
Q2 2023 | $1,681,832 | +3.4% | 13,720 | +4.3% | 0.09% | -11.1% |
Q1 2023 | $1,627,241 | +1.9% | 13,154 | +3.0% | 0.10% | +2.1% |
Q4 2022 | $1,597,461 | +10.3% | 12,768 | -1.7% | 0.10% | -3.0% |
Q3 2022 | $1,448,000 | -27.0% | 12,990 | -21.2% | 0.10% | +2.0% |
Q2 2022 | $1,984,000 | -10.8% | 16,476 | -5.1% | 0.10% | +2.1% |
Q1 2022 | $2,225,000 | -0.3% | 17,369 | +0.5% | 0.10% | +12.9% |
Q4 2021 | $2,232,000 | +0.1% | 17,289 | -7.9% | 0.08% | 0.0% |
Q3 2021 | $2,229,000 | -5.4% | 18,765 | -2.0% | 0.08% | -7.6% |
Q2 2021 | $2,356,000 | -93.1% | 19,145 | -93.1% | 0.09% | -90.4% |
Q1 2021 | $34,293,000 | +1338.5% | 279,421 | -1.6% | 0.96% | +896.9% |
Q4 2020 | $2,384,000 | -55.7% | 283,857 | +380.1% | 0.10% | -65.6% |
Q3 2020 | $5,385,000 | -25.7% | 59,119 | -28.4% | 0.28% | -30.8% |
Q2 2020 | $7,248,000 | +5.5% | 82,580 | -5.6% | 0.40% | -12.6% |
Q1 2020 | $6,869,000 | -46.5% | 87,496 | -26.6% | 0.46% | -32.7% |
Q4 2019 | $12,832,000 | +20.4% | 119,214 | +14.2% | 0.68% | +7.7% |
Q3 2019 | $10,657,000 | +0.3% | 104,406 | -0.9% | 0.64% | -3.5% |
Q2 2019 | $10,623,000 | +48.1% | 105,304 | +45.9% | 0.66% | +39.3% |
Q1 2019 | $7,171,000 | +9.5% | 72,159 | -2.1% | 0.47% | -2.3% |
Q4 2018 | $6,547,000 | -12.8% | 73,741 | -3.8% | 0.48% | -3.2% |
Q3 2018 | $7,510,000 | +2.5% | 76,688 | -3.0% | 0.50% | -12.4% |
Q2 2018 | $7,325,000 | +1.4% | 79,021 | -0.2% | 0.57% | -9.5% |
Q1 2018 | $7,223,000 | -2.6% | 79,204 | +0.8% | 0.63% | -4.7% |
Q4 2017 | $7,414,000 | -0.1% | 78,553 | -3.4% | 0.66% | -10.2% |
Q3 2017 | $7,423,000 | -0.8% | 81,297 | -3.5% | 0.74% | -4.0% |
Q2 2017 | $7,485,000 | -1.0% | 84,232 | -1.9% | 0.77% | -2.3% |
Q1 2017 | $7,560,000 | +2.5% | 85,829 | -0.4% | 0.79% | -19.2% |
Q4 2016 | $7,376,000 | +4.6% | 86,216 | +3.1% | 0.97% | +2.4% |
Q3 2016 | $7,053,000 | +103.8% | 83,612 | +102.9% | 0.95% | +89.2% |
Q2 2016 | $3,461,000 | +16.6% | 41,214 | +11.3% | 0.50% | +10.6% |
Q1 2016 | $2,969,000 | – | 37,015 | – | 0.45% | – |
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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% |