SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $417 | +29.5% | 3,400 | +30.8% | 0.00% | – |
| Q1 2023 | $322 | -82.0% | 2,600 | -81.8% | 0.00% | -100.0% |
| Q4 2022 | $1,789 | -99.9% | 14,300 | -21.9% | 0.00% | -33.3% |
| Q3 2022 | $2,040,000 | -13.9% | 18,300 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $2,370,000 | +4.3% | 18,500 | +5.1% | 0.00% | 0.0% |
| Q4 2021 | $2,273,000 | +87.9% | 17,600 | +34.4% | 0.00% | +200.0% |
| Q3 2020 | $1,210,000 | +341.6% | 13,100 | +336.7% | 0.00% | – |
| Q2 2020 | $274,000 | – | 3,000 | – | 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% |