SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,108 filers reported holding SPDR SERIES TRUST in Q4 2023. The put-call ratio across all filers is 0.83 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $781 | -3.1% | 6,144 | 0.0% | 0.06% | -9.9% |
Q1 2024 | $806 | -0.4% | 6,144 | -5.1% | 0.07% | -9.0% |
Q4 2023 | $809 | +18.3% | 6,477 | +8.8% | 0.08% | +8.3% |
Q3 2023 | $684 | -3.5% | 5,951 | +2.9% | 0.07% | +1.4% |
Q2 2023 | $709 | -99.7% | 5,783 | +189.2% | 0.07% | +153.6% |
Q3 2022 | $223,000 | -12.5% | 2,000 | -7.0% | 0.03% | -6.7% |
Q2 2022 | $255,000 | -0.4% | 2,150 | +7.5% | 0.03% | +20.0% |
Q1 2022 | $256,000 | +4.5% | 2,000 | +5.3% | 0.02% | +8.7% |
Q4 2021 | $245,000 | +9.9% | 1,900 | 0.0% | 0.02% | -23.3% |
Q3 2021 | $223,000 | +7.7% | 1,900 | +8.6% | 0.03% | +42.9% |
Q1 2021 | $207,000 | -10.4% | 1,750 | -18.6% | 0.02% | -34.4% |
Q4 2019 | $231,000 | +4.5% | 2,150 | 0.0% | 0.03% | -3.0% |
Q3 2019 | $221,000 | -1.8% | 2,150 | -6.5% | 0.03% | -10.8% |
Q3 2018 | $225,000 | -0.9% | 2,299 | -6.1% | 0.04% | -5.1% |
Q2 2018 | $227,000 | +1.8% | 2,449 | 0.0% | 0.04% | -31.6% |
Q1 2018 | $223,000 | -14.2% | 2,449 | -10.9% | 0.06% | -6.6% |
Q4 2017 | $260,000 | -15.0% | 2,749 | -17.9% | 0.06% | -20.8% |
Q3 2017 | $306,000 | -12.8% | 3,349 | -15.2% | 0.08% | -17.2% |
Q2 2017 | $351,000 | -6.6% | 3,949 | -7.4% | 0.09% | -13.1% |
Q1 2017 | $376,000 | -45.8% | 4,264 | -47.4% | 0.11% | -63.0% |
Q4 2016 | $694,000 | +5.0% | 8,114 | +3.5% | 0.29% | -5.6% |
Q3 2016 | $661,000 | +1686.5% | 7,839 | +3.3% | 0.31% | +319.2% |
Q2 2016 | $37,000 | – | 7,589 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |