SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 658 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 2023 | $209,489 | -0.9% | 1,709 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $211,420 | -1.1% | 1,709 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $213,813 | +5.3% | 1,709 | 0.0% | 0.04% | -6.2% |
| Q2 2022 | $203,000 | -7.3% | 1,709 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $219,000 | -0.9% | 1,709 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $221,000 | +10.0% | 1,709 | 0.0% | 0.04% | +2.3% |
| Q3 2021 | $201,000 | -3.8% | 1,709 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $209,000 | +3.5% | 1,709 | 0.0% | 0.04% | -13.5% |
| Q1 2021 | $202,000 | -58.3% | 1,709 | -62.1% | 0.05% | -68.3% |
| Q4 2019 | $484,000 | +4.8% | 4,504 | 0.0% | 0.16% | -6.8% |
| Q3 2019 | $462,000 | -8.2% | 4,504 | -9.7% | 0.18% | 0.0% |
| Q2 2019 | $503,000 | -15.3% | 4,989 | -16.6% | 0.18% | -16.2% |
| Q1 2019 | $594,000 | +11.0% | 5,980 | 0.0% | 0.21% | +4.5% |
| Q4 2018 | $535,000 | -8.7% | 5,980 | 0.0% | 0.20% | -21.8% |
| Q3 2018 | $586,000 | -30.0% | 5,980 | -33.8% | 0.26% | -30.5% |
| Q2 2018 | $837,000 | +1.6% | 9,033 | 0.0% | 0.37% | -1.6% |
| Q1 2018 | $824,000 | -3.4% | 9,033 | 0.0% | 0.38% | -11.3% |
| Q4 2017 | $853,000 | +3.4% | 9,033 | 0.0% | 0.42% | +8.4% |
| Q3 2017 | $825,000 | +2.7% | 9,033 | 0.0% | 0.39% | +5.7% |
| Q2 2017 | $803,000 | +0.9% | 9,033 | 0.0% | 0.37% | +3.4% |
| Q1 2017 | $796,000 | +3.0% | 9,033 | 0.0% | 0.36% | -9.6% |
| Q4 2016 | $773,000 | – | 9,033 | – | 0.40% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |