SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 754 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $372,747 | -18.6% | 3,241 | -13.2% | 0.02% | -14.3% |
Q2 2023 | $457,836 | -0.9% | 3,735 | 0.0% | 0.03% | -6.7% |
Q1 2023 | $462,057 | -4.0% | 3,735 | -2.9% | 0.03% | -11.8% |
Q4 2022 | $481,384 | +111590.0% | 3,848 | -0.4% | 0.03% | 0.0% |
Q3 2022 | $431 | +4.4% | 3,865 | +11.1% | 0.03% | +3.0% |
Q2 2022 | $413 | -13.2% | 3,479 | -6.3% | 0.03% | +3.1% |
Q1 2022 | $476 | +15.8% | 3,713 | +16.6% | 0.03% | 0.0% |
Q4 2021 | $411 | +11.4% | 3,185 | +1.5% | 0.03% | -11.1% |
Q3 2021 | $369 | -5.1% | 3,138 | -1.3% | 0.04% | -21.7% |
Q2 2021 | $389 | -16.5% | 3,178 | -19.6% | 0.05% | -36.1% |
Q1 2021 | $466 | +33.1% | 3,952 | +19.5% | 0.07% | +2.9% |
Q4 2020 | $350 | +14.8% | 3,307 | +0.1% | 0.07% | -4.1% |
Q3 2020 | $305 | -99.9% | 3,304 | +7.6% | 0.07% | +2.8% |
Q2 2020 | $280,000 | +18.6% | 3,071 | +4.1% | 0.07% | +16.4% |
Q1 2020 | $236,000 | -23.6% | 2,949 | +2.7% | 0.06% | -19.7% |
Q4 2019 | $309,000 | -22.0% | 2,872 | -25.6% | 0.08% | -24.8% |
Q3 2019 | $396,000 | +3.4% | 3,859 | +1.6% | 0.10% | -13.7% |
Q2 2019 | $383,000 | +25.2% | 3,800 | +23.5% | 0.12% | +4.5% |
Q1 2019 | $306,000 | +11.3% | 3,076 | +0.1% | 0.11% | -30.0% |
Q4 2018 | $275,000 | – | 3,072 | – | 0.16% | – |
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% |