SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 572 filers reported holding SPDR SERIES TRUST in Q2 2017. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,427,734 | -8.2% | 12,414 | -2.1% | 0.01% | 0.0% |
Q2 2023 | $1,555,050 | -8.4% | 12,686 | -7.6% | 0.01% | -12.5% |
Q1 2023 | $1,698,167 | +16.9% | 13,727 | +18.2% | 0.01% | +14.3% |
Q4 2022 | $1,452,652 | +12.9% | 11,611 | +0.6% | 0.01% | 0.0% |
Q3 2022 | $1,287,000 | -5.9% | 11,545 | +0.2% | 0.01% | 0.0% |
Q2 2022 | $1,367,000 | -6.1% | 11,520 | +1.4% | 0.01% | +16.7% |
Q1 2022 | $1,456,000 | -7.6% | 11,366 | -6.8% | 0.01% | 0.0% |
Q4 2021 | $1,575,000 | +11.6% | 12,197 | +1.6% | 0.01% | 0.0% |
Q3 2021 | $1,411,000 | -9.3% | 12,007 | -5.6% | 0.01% | -14.3% |
Q2 2021 | $1,556,000 | +4.0% | 12,724 | +0.4% | 0.01% | 0.0% |
Q1 2021 | $1,496,000 | +11.4% | 12,671 | -0.1% | 0.01% | 0.0% |
Q4 2020 | $1,343,000 | +11.0% | 12,681 | -3.2% | 0.01% | 0.0% |
Q3 2020 | $1,210,000 | +21.6% | 13,098 | +20.0% | 0.01% | +16.7% |
Q2 2020 | $995,000 | -1.7% | 10,914 | -13.8% | 0.01% | -14.3% |
Q1 2020 | $1,012,000 | -48.4% | 12,666 | -30.6% | 0.01% | -36.4% |
Q4 2019 | $1,963,000 | +21.8% | 18,253 | +16.2% | 0.01% | +10.0% |
Q3 2019 | $1,612,000 | +19.9% | 15,715 | +18.0% | 0.01% | +25.0% |
Q2 2019 | $1,344,000 | +45.6% | 13,321 | +43.4% | 0.01% | +33.3% |
Q1 2019 | $923,000 | +7.5% | 9,288 | -3.2% | 0.01% | 0.0% |
Q4 2018 | $859,000 | -6.6% | 9,593 | +2.1% | 0.01% | 0.0% |
Q3 2018 | $920,000 | +4.9% | 9,393 | -0.8% | 0.01% | 0.0% |
Q2 2018 | $877,000 | -3.1% | 9,464 | -4.6% | 0.01% | 0.0% |
Q1 2018 | $905,000 | +50.8% | 9,920 | +56.3% | 0.01% | +50.0% |
Q4 2017 | $600,000 | -26.9% | 6,347 | -29.4% | 0.00% | -33.3% |
Q3 2017 | $821,000 | -25.4% | 8,987 | -27.5% | 0.01% | -25.0% |
Q2 2017 | $1,101,000 | -4.2% | 12,391 | -4.9% | 0.01% | -11.1% |
Q1 2017 | $1,149,000 | -24.2% | 13,033 | -26.5% | 0.01% | -25.0% |
Q4 2016 | $1,516,000 | +21.2% | 17,723 | +19.6% | 0.01% | +20.0% |
Q3 2016 | $1,251,000 | +68.4% | 14,824 | +67.4% | 0.01% | +66.7% |
Q2 2016 | $743,000 | +0.5% | 8,854 | -4.2% | 0.01% | 0.0% |
Q1 2016 | $739,000 | +38.4% | 9,244 | +27.3% | 0.01% | +20.0% |
Q4 2015 | $534,000 | -24.8% | 7,264 | -26.2% | 0.01% | -28.6% |
Q3 2015 | $710,000 | +50.7% | 9,839 | +59.3% | 0.01% | +75.0% |
Q2 2015 | $471,000 | +8.8% | 6,177 | +11.5% | 0.00% | 0.0% |
Q1 2015 | $433,000 | -14.9% | 5,541 | -14.3% | 0.00% | 0.0% |
Q4 2014 | $509,000 | +30.2% | 6,463 | +23.7% | 0.00% | 0.0% |
Q3 2014 | $391,000 | +19.6% | 5,224 | +22.5% | 0.00% | +33.3% |
Q2 2014 | $327,000 | +319.2% | 4,263 | +302.2% | 0.00% | +200.0% |
Q1 2014 | $78,000 | -12.4% | 1,060 | -13.1% | 0.00% | 0.0% |
Q4 2013 | $89,000 | -88.5% | 1,220 | -89.2% | 0.00% | -87.5% |
Q3 2013 | $777,000 | -70.7% | 11,266 | -71.9% | 0.01% | -71.4% |
Q2 2013 | $2,654,000 | – | 40,023 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |