SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,015 filers reported holding SPDR SERIES TRUST in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,404,751 | -15.5% | 38,299 | -9.9% | 0.03% | -13.2% |
Q2 2023 | $5,211,768 | -2.9% | 42,517 | -2.0% | 0.04% | -9.5% |
Q1 2023 | $5,369,101 | +13.2% | 43,401 | +14.5% | 0.04% | +7.7% |
Q4 2022 | $4,742,000 | +29.2% | 37,901 | +15.1% | 0.04% | +21.9% |
Q3 2022 | $3,671,000 | -39.6% | 32,925 | -35.7% | 0.03% | -36.0% |
Q2 2022 | $6,075,000 | +145.1% | 51,185 | +164.5% | 0.05% | +194.1% |
Q1 2022 | $2,479,000 | +3.0% | 19,349 | +3.8% | 0.02% | +6.2% |
Q4 2021 | $2,407,000 | +42.9% | 18,640 | +30.1% | 0.02% | +33.3% |
Q3 2021 | $1,684,000 | +8.3% | 14,329 | +12.7% | 0.01% | 0.0% |
Q2 2021 | $1,555,000 | +39.0% | 12,715 | +34.1% | 0.01% | +9.1% |
Q1 2021 | $1,119,000 | -29.7% | 9,481 | -36.9% | 0.01% | -31.2% |
Q4 2020 | $1,591,000 | -18.2% | 15,020 | -28.7% | 0.02% | -27.3% |
Q3 2020 | $1,945,000 | -9.5% | 21,053 | -10.7% | 0.02% | -15.4% |
Q2 2020 | $2,150,000 | +7.5% | 23,575 | -5.9% | 0.03% | -10.3% |
Q1 2020 | $2,000,000 | -79.5% | 25,043 | -72.5% | 0.03% | -72.4% |
Q4 2019 | $9,779,000 | +349.4% | 90,912 | +321.4% | 0.10% | +303.8% |
Q3 2019 | $2,176,000 | 0.0% | 21,574 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $2,176,000 | +9.0% | 21,574 | +7.4% | 0.03% | +4.0% |
Q1 2019 | $1,997,000 | +14.2% | 20,090 | +2.9% | 0.02% | +4.2% |
Q4 2018 | $1,748,000 | -5.6% | 19,529 | +3.3% | 0.02% | +14.3% |
Q3 2018 | $1,851,000 | +15.7% | 18,906 | +9.5% | 0.02% | +5.0% |
Q2 2018 | $1,600,000 | -99.9% | 17,265 | +9.4% | 0.02% | +11.1% |
Q1 2018 | $1,439,240,000 | -6.0% | 15,781 | -2.6% | 0.02% | 0.0% |
Q4 2017 | $1,530,603,000 | +15.2% | 16,200 | +11.4% | 0.02% | +5.9% |
Q3 2017 | $1,328,518,000 | +2.8% | 14,546 | +0.1% | 0.02% | 0.0% |
Q2 2017 | $1,292,022,000 | +34.9% | 14,535 | +29.8% | 0.02% | +21.4% |
Q1 2017 | $957,806,000 | +99984.2% | 11,194 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $957,000 | -99.9% | 11,194 | -9.9% | 0.01% | -6.7% |
Q3 2016 | $1,047,812,000 | +9.3% | 12,421 | +8.8% | 0.02% | 0.0% |
Q2 2016 | $958,369,000 | +10.3% | 11,420 | +5.1% | 0.02% | +7.1% |
Q1 2016 | $868,522,000 | +25.7% | 10,866 | +15.7% | 0.01% | +27.3% |
Q4 2015 | $691,117,000 | +54.4% | 9,394 | +51.4% | 0.01% | +37.5% |
Q3 2015 | $447,608,000 | -9.7% | 6,203 | -4.6% | 0.01% | 0.0% |
Q2 2015 | $495,593,000 | +2.6% | 6,503 | +5.3% | 0.01% | +14.3% |
Q1 2015 | $482,963,000 | -3.9% | 6,176 | -3.1% | 0.01% | -12.5% |
Q4 2014 | $502,429,000 | +5.2% | 6,376 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $477,817,000 | -6.3% | 6,376 | -4.3% | 0.01% | -11.1% |
Q2 2014 | $510,166,000 | -1.8% | 6,661 | -5.7% | 0.01% | 0.0% |
Q1 2014 | $519,548,000 | +9.5% | 7,061 | +8.0% | 0.01% | 0.0% |
Q4 2013 | $474,644,000 | -2.6% | 6,536 | -7.6% | 0.01% | -10.0% |
Q3 2013 | $487,475,000 | -71.5% | 7,071 | -72.6% | 0.01% | -73.7% |
Q2 2013 | $1,710,275,000 | – | 25,796 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |