SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 366 filers reported holding SPDR SERIES TRUST in Q4 2013. The put-call ratio across all filers is 0.69 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $483,502 | -6.2% | 4,204 | 0.0% | 0.05% | 0.0% |
Q2 2023 | $515,326 | -0.9% | 4,204 | 0.0% | 0.05% | +2.1% |
Q1 2023 | $520,077 | -35.2% | 4,204 | -34.5% | 0.05% | -36.5% |
Q4 2022 | $802,831 | +12.3% | 6,417 | 0.0% | 0.07% | +7.2% |
Q3 2022 | $715,000 | -6.2% | 6,417 | 0.0% | 0.07% | +1.5% |
Q2 2022 | $762,000 | -2.1% | 6,417 | +5.7% | 0.07% | +9.7% |
Q1 2022 | $778,000 | +16.6% | 6,070 | +17.5% | 0.06% | +21.6% |
Q4 2021 | $667,000 | -0.6% | 5,165 | -9.4% | 0.05% | -5.6% |
Q3 2021 | $671,000 | -3.7% | 5,704 | 0.0% | 0.05% | -1.8% |
Q2 2021 | $697,000 | +246.8% | 5,704 | +234.7% | 0.06% | +223.5% |
Q1 2021 | $201,000 | -1.0% | 1,704 | -9.8% | 0.02% | -10.5% |
Q4 2019 | $203,000 | +256.1% | 1,889 | +232.0% | 0.02% | +216.7% |
Q2 2019 | $57,000 | -28.8% | 569 | -29.7% | 0.01% | -25.0% |
Q1 2019 | $80,000 | +11.1% | 809 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $72,000 | -8.9% | 809 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $79,000 | -67.6% | 809 | -74.1% | 0.01% | -75.0% |
Q1 2015 | $244,000 | -0.8% | 3,118 | 0.0% | 0.03% | -5.9% |
Q4 2014 | $246,000 | +5.1% | 3,118 | 0.0% | 0.03% | +3.0% |
Q3 2014 | $234,000 | -4.1% | 3,118 | -2.2% | 0.03% | +17.9% |
Q2 2014 | $244,000 | -6.2% | 3,188 | -9.6% | 0.03% | -6.7% |
Q1 2014 | $260,000 | -0.8% | 3,528 | -2.2% | 0.03% | -3.2% |
Q4 2013 | $262,000 | +6.1% | 3,608 | +0.6% | 0.03% | 0.0% |
Q3 2013 | $247,000 | -3.1% | 3,586 | -7.1% | 0.03% | -6.1% |
Q2 2013 | $255,000 | – | 3,861 | – | 0.03% | – |
Download |
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% |