SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 439 filers reported holding SPDR SERIES TRUST in Q3 2015. The put-call ratio across all filers is 0.17 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $441,868 | -6.2% | 3,842 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $470,952 | -0.9% | 3,842 | 0.0% | 0.01% | -11.1% |
Q1 2023 | $475,294 | -1.1% | 3,842 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $480,673 | +7.5% | 3,842 | -4.2% | 0.01% | 0.0% |
Q3 2022 | $447,000 | -6.1% | 4,010 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $476,000 | -20.1% | 4,010 | -13.8% | 0.01% | 0.0% |
Q1 2022 | $596,000 | -35.8% | 4,650 | -35.4% | 0.01% | -30.8% |
Q4 2021 | $929,000 | +70.1% | 7,197 | +55.0% | 0.01% | +62.5% |
Q3 2021 | $546,000 | -3.9% | 4,642 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $568,000 | +3.6% | 4,642 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $548,000 | +11.6% | 4,642 | +0.1% | 0.01% | 0.0% |
Q4 2020 | $491,000 | +14.5% | 4,639 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $429,000 | -33.9% | 4,639 | -34.8% | 0.01% | -42.9% |
Q2 2020 | $649,000 | +10.0% | 7,114 | -3.7% | 0.01% | -6.7% |
Q1 2020 | $590,000 | -29.1% | 7,389 | -4.5% | 0.02% | +25.0% |
Q4 2019 | $832,000 | +1.0% | 7,739 | -3.6% | 0.01% | +9.1% |
Q3 2019 | $824,000 | -5.9% | 8,029 | -7.5% | 0.01% | 0.0% |
Q2 2019 | $876,000 | +0.2% | 8,684 | -1.3% | 0.01% | -8.3% |
Q1 2019 | $874,000 | +7.4% | 8,794 | -3.3% | 0.01% | 0.0% |
Q4 2018 | $814,000 | +28.8% | 9,094 | +41.0% | 0.01% | +50.0% |
Q3 2018 | $632,000 | +5.7% | 6,449 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $598,000 | -1.3% | 6,449 | -3.0% | 0.01% | 0.0% |
Q1 2018 | $606,000 | -18.1% | 6,649 | -15.1% | 0.01% | 0.0% |
Q4 2017 | $740,000 | +2.4% | 7,834 | -1.0% | 0.01% | 0.0% |
Q3 2017 | $723,000 | +3.0% | 7,911 | +0.1% | 0.01% | 0.0% |
Q2 2017 | $702,000 | -2.9% | 7,901 | -3.7% | 0.01% | -11.1% |
Q1 2017 | $723,000 | +3.0% | 8,201 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $702,000 | +10.4% | 8,201 | +8.8% | 0.01% | +12.5% |
Q3 2016 | $636,000 | -52.1% | 7,536 | -52.4% | 0.01% | 0.0% |
Q2 2016 | $1,328,000 | +110.1% | 15,820 | +100.0% | 0.01% | 0.0% |
Q1 2016 | $632,000 | +8.6% | 7,910 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $582,000 | +1.9% | 7,910 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $571,000 | -10.1% | 7,910 | -5.1% | 0.01% | +14.3% |
Q2 2015 | $635,000 | -36.8% | 8,335 | -35.1% | 0.01% | -41.7% |
Q1 2015 | $1,004,000 | -1.3% | 12,835 | -0.6% | 0.01% | +9.1% |
Q4 2014 | $1,017,000 | -4.7% | 12,910 | -7.4% | 0.01% | +10.0% |
Q2 2014 | $1,067,000 | – | 13,935 | – | 0.01% | – |
Download |
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% |