SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 577 filers reported holding SPDR SERIES TRUST in Q1 2017. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $110,295 | -6.2% | 959 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $117,554 | -0.9% | 959 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $118,638 | -8.0% | 959 | -6.9% | 0.02% | -15.8% |
| Q4 2022 | $128,916 | +19.4% | 1,030 | +6.6% | 0.02% | +5.6% |
| Q3 2022 | $108,000 | -5.3% | 966 | +0.7% | 0.02% | -5.3% |
| Q2 2022 | $114,000 | 0.0% | 959 | +7.9% | 0.02% | +11.8% |
| Q1 2022 | $114,000 | -0.9% | 889 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $115,000 | +9.5% | 889 | -0.7% | 0.02% | 0.0% |
| Q3 2021 | $105,000 | -10.3% | 895 | -6.5% | 0.02% | -15.0% |
| Q2 2021 | $117,000 | +3.5% | 957 | +0.1% | 0.02% | -9.1% |
| Q1 2021 | $113,000 | +11.9% | 956 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $101,000 | -1.0% | 956 | -13.5% | 0.02% | -12.0% |
| Q3 2020 | $102,000 | -51.7% | 1,105 | -52.1% | 0.02% | -60.9% |
| Q2 2020 | $211,000 | +229.7% | 2,309 | +186.8% | 0.06% | +93.9% |
| Q1 2020 | $64,000 | -92.1% | 805 | -89.4% | 0.03% | -90.9% |
| Q4 2019 | $812,000 | +8.1% | 7,566 | -0.0% | 0.36% | -10.1% |
| Q3 2019 | $751,000 | -2.2% | 7,568 | +0.3% | 0.40% | -3.1% |
| Q2 2019 | $768,000 | -10.2% | 7,544 | -12.3% | 0.42% | -18.6% |
| Q1 2019 | $855,000 | +9.2% | 8,605 | -1.6% | 0.51% | -9.9% |
| Q4 2018 | $783,000 | -12.7% | 8,743 | -4.6% | 0.57% | +10.1% |
| Q3 2018 | $897,000 | +4.4% | 9,163 | -1.1% | 0.52% | +2.4% |
| Q2 2018 | $859,000 | -1.5% | 9,264 | -3.1% | 0.50% | -9.7% |
| Q1 2018 | $872,000 | +4.9% | 9,557 | +8.7% | 0.56% | -1.1% |
| Q4 2017 | $831,000 | -11.8% | 8,794 | -14.8% | 0.56% | +4.3% |
| Q3 2017 | $942,000 | +62.1% | 10,318 | +57.8% | 0.54% | +45.4% |
| Q2 2017 | $581,000 | +18.6% | 6,539 | +17.7% | 0.37% | +5.7% |
| Q1 2017 | $490,000 | +183.2% | 5,554 | +174.8% | 0.35% | +149.6% |
| Q4 2016 | $173,000 | – | 2,021 | – | 0.14% | – |
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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% |