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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,520,892 | -1.6% | 13,224 | +4.9% | 0.04% | +7.1% |
| Q2 2023 | $1,544,998 | -28.6% | 12,604 | -28.0% | 0.04% | -33.3% |
| Q1 2023 | $2,164,430 | -20.3% | 17,496 | -19.4% | 0.06% | -25.0% |
| Q4 2022 | $2,716,889 | +92.7% | 21,716 | +71.7% | 0.08% | +90.9% |
| Q3 2022 | $1,410,000 | +21.3% | 12,644 | +29.1% | 0.04% | +25.7% |
| Q2 2022 | $1,162,000 | +4.2% | 9,793 | +12.5% | 0.04% | +34.6% |
| Q1 2022 | $1,115,000 | +23.3% | 8,702 | +24.3% | 0.03% | +36.8% |
| Q4 2021 | $904,000 | +298.2% | 7,001 | +231.2% | 0.02% | +171.4% |
| Q4 2019 | $227,000 | +6.1% | 2,114 | +1.2% | 0.01% | 0.0% |
| Q3 2019 | $214,000 | -38.7% | 2,089 | -39.6% | 0.01% | -36.4% |
| Q2 2019 | $349,000 | +17.9% | 3,459 | +16.2% | 0.01% | +22.2% |
| Q1 2019 | $296,000 | -36.2% | 2,978 | -39.4% | 0.01% | -40.0% |
| Q4 2017 | $464,000 | -4.5% | 4,914 | -7.6% | 0.02% | -11.8% |
| Q3 2017 | $486,000 | -60.0% | 5,321 | -61.4% | 0.02% | -60.5% |
| Q1 2017 | $1,215,000 | +3.1% | 13,785 | 0.0% | 0.04% | +2.4% |
| Q4 2016 | $1,179,000 | -3.3% | 13,785 | -4.6% | 0.04% | 0.0% |
| Q3 2016 | $1,219,000 | +353.2% | 14,455 | +351.2% | 0.04% | +366.7% |
| Q2 2016 | $269,000 | +5.1% | 3,204 | 0.0% | 0.01% | +12.5% |
| Q1 2016 | $256,000 | – | 3,204 | – | 0.01% | – |
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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% |