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 | $7,306,815 | -6.3% | 63,532 | -0.1% | 0.01% | +25.0% |
| Q2 2023 | $7,796,333 | -1.3% | 63,602 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $7,898,636 | -5.6% | 63,848 | -4.6% | 0.00% | -20.0% |
| Q4 2022 | $8,368,859 | +12.2% | 66,892 | -0.0% | 0.01% | 0.0% |
| Q3 2022 | $7,459,000 | +4.3% | 66,900 | +11.1% | 0.01% | +25.0% |
| Q2 2022 | $7,149,000 | -9.0% | 60,230 | -1.8% | 0.00% | 0.0% |
| Q1 2022 | $7,858,000 | -3.1% | 61,344 | -2.3% | 0.00% | 0.0% |
| Q4 2021 | $8,106,000 | +9.6% | 62,778 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $7,398,000 | -16.0% | 62,939 | -12.6% | 0.00% | 0.0% |
| Q2 2021 | $8,803,000 | +17.8% | 72,004 | +13.7% | 0.00% | 0.0% |
| Q1 2021 | $7,476,000 | +16.9% | 63,344 | +4.9% | 0.00% | 0.0% |
| Q4 2020 | $6,396,000 | +63.6% | 60,381 | +42.7% | 0.00% | +33.3% |
| Q3 2020 | $3,909,000 | -50.3% | 42,304 | -51.0% | 0.00% | -50.0% |
| Q2 2020 | $7,870,000 | +95.5% | 86,286 | +71.2% | 0.01% | +50.0% |
| Q1 2020 | $4,025,000 | -20.9% | 50,390 | +6.4% | 0.00% | +33.3% |
| Q4 2019 | $5,091,000 | +28.2% | 47,342 | +22.2% | 0.00% | 0.0% |
| Q3 2019 | $3,971,000 | -49.5% | 38,730 | -50.4% | 0.00% | -40.0% |
| Q2 2019 | $7,867,000 | +70.8% | 78,017 | +68.3% | 0.01% | +66.7% |
| Q1 2019 | $4,606,000 | +124.7% | 46,360 | +102.3% | 0.00% | +200.0% |
| Q4 2018 | $2,050,000 | -51.7% | 22,912 | -47.1% | 0.00% | 0.0% |
| Q3 2018 | $4,241,000 | +132.5% | 43,309 | +120.1% | 0.00% | 0.0% |
| Q2 2018 | $1,824,000 | -72.0% | 19,680 | -72.5% | 0.00% | -66.7% |
| Q1 2018 | $6,518,000 | +48.0% | 71,496 | +27.8% | 0.00% | 0.0% |
| Q4 2014 | $4,405,000 | +15.1% | 55,933 | +9.4% | 0.00% | +50.0% |
| Q3 2014 | $3,828,000 | +2.2% | 51,120 | +4.5% | 0.00% | -33.3% |
| Q2 2014 | $3,745,000 | +73.4% | 48,926 | +66.5% | 0.00% | +50.0% |
| Q1 2014 | $2,160,000 | -7.8% | 29,379 | -9.0% | 0.00% | 0.0% |
| Q4 2013 | $2,343,000 | -15.1% | 32,296 | -19.5% | 0.00% | 0.0% |
| Q3 2013 | $2,761,000 | – | 40,095 | – | 0.00% | – |
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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% |