SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $883,852 | -24.2% | 7,685 | -19.2% | 0.62% | -20.2% |
| Q2 2023 | $1,165,368 | -4.3% | 9,507 | -3.4% | 0.78% | -15.6% |
| Q1 2023 | $1,217,925 | -2.3% | 9,845 | -1.2% | 0.93% | +0.3% |
| Q4 2022 | $1,246,346 | +14.6% | 9,962 | +2.1% | 0.92% | +14.5% |
| Q3 2022 | $1,088,000 | +8.3% | 9,761 | +15.3% | 0.81% | +14.1% |
| Q2 2022 | $1,005,000 | +10.1% | 8,466 | +18.8% | 0.71% | +25.1% |
| Q1 2022 | $913,000 | -1.5% | 7,126 | -0.8% | 0.57% | -22.3% |
| Q4 2021 | $927,000 | +12.2% | 7,180 | -19.7% | 0.73% | -24.8% |
| Q3 2020 | $826,000 | -6.5% | 8,936 | -7.7% | 0.97% | -5.7% |
| Q2 2020 | $883,000 | +9.8% | 9,681 | -3.9% | 1.03% | -8.1% |
| Q1 2020 | $804,000 | -26.7% | 10,071 | -1.2% | 1.12% | +1.5% |
| Q4 2019 | $1,097,000 | – | 10,198 | – | 1.10% | – |
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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% |