SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $32,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +14.3% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $28,000 | -26.3% | 350 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $38,000 | +5.6% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | -43.5% | 350 | -44.0% | 0.00% | -40.0% |
| Q1 2019 | $62,000 | +10.7% | 625 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $56,000 | -8.2% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $61,000 | +5.2% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $58,000 | +1.8% | 625 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $57,000 | -3.4% | 625 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $59,000 | +3.5% | 625 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +1.8% | 625 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $56,000 | +1.8% | 625 | 0.0% | 0.01% | -16.7% |
| Q1 2017 | $55,000 | +27.9% | 625 | +25.0% | 0.01% | +20.0% |
| Q4 2016 | $43,000 | +2.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $42,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $42,000 | +5.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $40,000 | +8.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $37,000 | +2.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $36,000 | -5.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $38,000 | -22.4% | 500 | -20.0% | 0.01% | -16.7% |
| Q1 2015 | $49,000 | -42.4% | 625 | -41.9% | 0.01% | -45.5% |
| Q4 2014 | $85,000 | +4.9% | 1,075 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $81,000 | +68.8% | 1,075 | +72.0% | 0.01% | +71.4% |
| Q2 2014 | $48,000 | – | 625 | – | 0.01% | – |
Download | ||||||
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% |