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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,710 | +27.7% | 14,871 | +36.1% | 0.17% | -4.5% |
| Q2 2023 | $1,339 | -0.3% | 10,928 | +0.6% | 0.18% | -11.1% |
| Q1 2023 | $1,343 | +4.8% | 10,858 | +5.9% | 0.20% | -5.7% |
| Q4 2022 | $1,282 | -99.8% | 10,251 | +88.1% | 0.21% | +81.0% |
| Q3 2022 | $607,000 | -6.0% | 5,450 | +0.0% | 0.12% | -2.5% |
| Q2 2022 | $646,000 | -7.3% | 5,448 | +0.0% | 0.12% | +4.4% |
| Q1 2022 | $697,000 | +11.3% | 5,447 | +12.3% | 0.11% | -13.0% |
| Q4 2021 | $626,000 | +27.2% | 4,851 | +15.7% | 0.13% | +9.2% |
| Q3 2021 | $492,000 | -3.9% | 4,191 | 0.0% | 0.12% | -6.2% |
| Q2 2021 | $512,000 | +3.6% | 4,191 | 0.0% | 0.13% | -6.6% |
| Q1 2021 | $494,000 | +12.3% | 4,191 | +0.8% | 0.14% | +0.7% |
| Q4 2020 | $440,000 | +14.9% | 4,156 | +0.2% | 0.14% | -5.6% |
| Q3 2020 | $383,000 | -6.4% | 4,147 | -7.6% | 0.14% | -15.3% |
| Q2 2020 | $409,000 | +7.1% | 4,489 | -6.3% | 0.17% | +25.0% |
| Q1 2020 | $382,000 | -24.1% | 4,789 | +2.5% | 0.14% | -18.6% |
| Q4 2019 | $503,000 | +7.7% | 4,674 | +2.7% | 0.17% | -5.6% |
| Q3 2019 | $467,000 | +24.2% | 4,549 | +20.2% | 0.18% | +14.2% |
| Q1 2019 | $376,000 | – | 3,786 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |