SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 643 filers reported holding SPDR SERIES TRUST in Q2 2018. The put-call ratio across all filers is 0.81 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,206 | -5.4% | 11,053 | +0.9% | 0.17% | -1.8% |
| Q2 2023 | $1,343,214 | +8.4% | 10,958 | +9.4% | 0.17% | +1.2% |
| Q1 2023 | $1,239,555 | +4.2% | 10,020 | +5.4% | 0.17% | +2.4% |
| Q4 2022 | $1,189,095 | +15.4% | 9,504 | +2.8% | 0.16% | +5.8% |
| Q3 2022 | $1,030,000 | +29.1% | 9,242 | +37.4% | 0.16% | +26.8% |
| Q2 2022 | $798,000 | -5.8% | 6,724 | +1.7% | 0.12% | +6.0% |
| Q1 2022 | $847,000 | +0.7% | 6,611 | +1.5% | 0.12% | -0.9% |
| Q4 2021 | $841,000 | +23.7% | 6,511 | +12.5% | 0.12% | +12.5% |
| Q3 2021 | $680,000 | -2.6% | 5,788 | +1.4% | 0.10% | -1.0% |
| Q2 2021 | $698,000 | +3.9% | 5,710 | +0.2% | 0.10% | -3.7% |
| Q1 2021 | $672,000 | +69.3% | 5,697 | +52.1% | 0.11% | +47.3% |
| Q4 2020 | $397,000 | +21.8% | 3,746 | +6.1% | 0.07% | +8.8% |
| Q3 2020 | $326,000 | +4.8% | 3,529 | +3.5% | 0.07% | -1.4% |
| Q2 2020 | $311,000 | +36.4% | 3,411 | +19.6% | 0.07% | +15.0% |
| Q1 2020 | $228,000 | -25.7% | 2,853 | +0.1% | 0.06% | -6.2% |
| Q4 2019 | $307,000 | -44.4% | 2,851 | -47.0% | 0.06% | -47.5% |
| Q3 2019 | $552,000 | -6.6% | 5,378 | -8.2% | 0.12% | -8.3% |
| Q2 2019 | $591,000 | +6.5% | 5,859 | +4.9% | 0.13% | +0.8% |
| Q1 2019 | $555,000 | +1.6% | 5,584 | -8.5% | 0.13% | -10.8% |
| Q4 2018 | $546,000 | +0.6% | 6,101 | +10.0% | 0.15% | +19.4% |
| Q3 2018 | $543,000 | +1.3% | 5,545 | -4.2% | 0.12% | -7.5% |
| Q2 2018 | $536,000 | +2.1% | 5,786 | +0.5% | 0.13% | -5.0% |
| Q1 2018 | $525,000 | -7.6% | 5,755 | -4.3% | 0.14% | -7.8% |
| Q4 2017 | $568,000 | +5.4% | 6,014 | +1.9% | 0.15% | 0.0% |
| Q3 2017 | $539,000 | +69.0% | 5,901 | +47.9% | 0.15% | +10.9% |
| Q1 2016 | $319,000 | +15.2% | 3,989 | +5.8% | 0.14% | 0.0% |
| Q4 2015 | $277,000 | +3.0% | 3,769 | +1.0% | 0.14% | -7.4% |
| Q3 2015 | $269,000 | -2.5% | 3,731 | +3.1% | 0.15% | +6.4% |
| Q2 2015 | $276,000 | -0.7% | 3,619 | +1.7% | 0.14% | -4.8% |
| Q1 2015 | $278,000 | -0.4% | 3,560 | +0.4% | 0.15% | -1.3% |
| Q4 2014 | $279,000 | +7.7% | 3,545 | +2.6% | 0.15% | +3.5% |
| Q3 2014 | $259,000 | +4.4% | 3,455 | +6.7% | 0.14% | -4.0% |
| Q2 2014 | $248,000 | +4.6% | 3,237 | +0.5% | 0.15% | +5.6% |
| Q1 2014 | $237,000 | +3.5% | 3,220 | +2.0% | 0.14% | -1.4% |
| Q4 2013 | $229,000 | – | 3,158 | – | 0.14% | – |
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% |