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 | $10,511,707 | -4.7% | 91,398 | +1.5% | 0.04% | 0.0% |
Q2 2023 | $11,035,473 | -1.8% | 90,027 | -0.9% | 0.04% | -11.1% |
Q1 2023 | $11,237,192 | +6.8% | 90,835 | +8.0% | 0.04% | -2.2% |
Q4 2022 | $10,520,970 | +28.2% | 84,094 | +14.3% | 0.05% | +21.1% |
Q3 2022 | $8,206,000 | -5.5% | 73,596 | +0.6% | 0.04% | -2.6% |
Q2 2022 | $8,683,000 | -7.5% | 73,161 | -0.1% | 0.04% | +18.2% |
Q1 2022 | $9,386,000 | +2.6% | 73,269 | +3.4% | 0.03% | +13.8% |
Q4 2021 | $9,152,000 | +16.1% | 70,879 | +5.7% | 0.03% | +7.4% |
Q3 2021 | $7,885,000 | -7.0% | 67,076 | -3.3% | 0.03% | -6.9% |
Q2 2021 | $8,481,000 | -5.6% | 69,359 | -8.8% | 0.03% | -14.7% |
Q1 2021 | $8,980,000 | +14.5% | 76,080 | +2.8% | 0.03% | +17.2% |
Q4 2020 | $7,842,000 | +18.8% | 74,028 | +3.6% | 0.03% | +3.6% |
Q3 2020 | $6,602,000 | -64.7% | 71,451 | -65.2% | 0.03% | -68.5% |
Q2 2020 | $18,705,000 | -3.8% | 205,101 | -15.7% | 0.09% | -27.0% |
Q1 2020 | $19,440,000 | -22.7% | 243,424 | +4.1% | 0.12% | -5.4% |
Q4 2019 | $25,145,000 | +10.2% | 233,756 | +5.2% | 0.13% | -1.5% |
Q3 2019 | $22,808,000 | +6.7% | 222,299 | +4.9% | 0.13% | +7.4% |
Q2 2019 | $21,372,000 | +2.4% | 211,852 | +0.9% | 0.12% | -3.9% |
Q1 2019 | $20,862,000 | -32.7% | 209,859 | -39.4% | 0.13% | -43.8% |
Q4 2018 | $30,986,000 | -9.5% | 346,137 | -1.0% | 0.23% | +7.6% |
Q3 2018 | $34,247,000 | +6.2% | 349,705 | +0.5% | 0.21% | -4.1% |
Q2 2018 | $32,244,000 | +0.3% | 347,836 | -1.3% | 0.22% | -3.5% |
Q1 2018 | $32,144,000 | -13.4% | 352,461 | -10.3% | 0.23% | -9.9% |
Q4 2017 | $37,128,000 | +0.7% | 392,969 | -2.6% | 0.25% | -8.7% |
Q3 2017 | $36,865,000 | +3.4% | 403,647 | +0.6% | 0.28% | +3.0% |
Q2 2017 | $35,654,000 | +3.8% | 401,102 | +3.6% | 0.27% | -3.2% |
Q1 2017 | $34,365,000 | +59.9% | 387,179 | +54.2% | 0.28% | +44.3% |
Q4 2016 | $21,489,000 | +26.5% | 251,152 | +24.7% | 0.19% | +28.0% |
Q3 2016 | $16,992,000 | -1.3% | 201,419 | -1.8% | 0.15% | -6.8% |
Q2 2016 | $17,215,000 | +16.3% | 205,134 | +10.8% | 0.16% | +15.8% |
Q1 2016 | $14,798,000 | +4.1% | 185,138 | -4.2% | 0.14% | +4.5% |
Q4 2015 | $14,214,000 | -0.9% | 193,209 | -2.8% | 0.13% | +7.3% |
Q3 2015 | $14,337,000 | -7.6% | 198,686 | -2.4% | 0.12% | +439.1% |
Q2 2015 | $15,513,000 | -5.0% | 203,561 | -2.5% | 0.02% | -8.0% |
Q1 2015 | $16,331,000 | +2.8% | 208,837 | +3.5% | 0.02% | -3.8% |
Q4 2014 | $15,893,000 | +5.8% | 201,696 | +0.6% | 0.03% | 0.0% |
Q3 2014 | $15,025,000 | +3.7% | 200,496 | +6.0% | 0.03% | +8.3% |
Q2 2014 | $14,482,000 | +5.4% | 189,090 | +1.2% | 0.02% | +4.3% |
Q1 2014 | $13,742,000 | +1.9% | 186,760 | +0.6% | 0.02% | +4.5% |
Q4 2013 | $13,483,000 | +8.0% | 185,670 | +2.5% | 0.02% | 0.0% |
Q3 2013 | $12,484,000 | +8.1% | 181,104 | +4.0% | 0.02% | -4.3% |
Q2 2013 | $11,548,000 | – | 174,190 | – | 0.02% | – |
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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% |