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 2023 | $409,436 | -18.8% | 3,560 | -13.5% | 0.07% | -17.6% |
| Q2 2023 | $504,539 | +16.5% | 4,116 | +17.6% | 0.08% | +6.2% |
| Q1 2023 | $432,985 | +98755.0% | 3,500 | 0.0% | 0.08% | -11.1% |
| Q4 2022 | $438 | -99.9% | 3,500 | +5.7% | 0.09% | +2.3% |
| Q3 2022 | $369,000 | +2975.0% | 3,310 | +3210.0% | 0.09% | +2833.3% |
| Q2 2022 | $12,000 | -7.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | +22.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -88.4% | 100 | -88.2% | 0.00% | -88.9% |
| Q2 2019 | $86,000 | -21.1% | 850 | -22.7% | 0.03% | -20.6% |
| Q1 2019 | $109,000 | +11.2% | 1,100 | 0.0% | 0.03% | -5.6% |
| Q4 2018 | $98,000 | -9.3% | 1,100 | 0.0% | 0.04% | +16.1% |
| Q3 2018 | $108,000 | +5.9% | 1,100 | 0.0% | 0.03% | +6.9% |
| Q2 2018 | $102,000 | +2.0% | 1,100 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $100,000 | -3.8% | 1,100 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $104,000 | +4.0% | 1,100 | 0.0% | 0.03% | -3.3% |
| Q3 2017 | $100,000 | +2.0% | 1,100 | 0.0% | 0.03% | -3.2% |
| Q2 2017 | $98,000 | +1.0% | 1,100 | 0.0% | 0.03% | +3.3% |
| Q1 2017 | $97,000 | +3.2% | 1,100 | 0.0% | 0.03% | -3.2% |
| Q4 2016 | $94,000 | +1.1% | 1,100 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $93,000 | +1.1% | 1,100 | 0.0% | 0.03% | -8.8% |
| Q2 2016 | $92,000 | – | 1,100 | – | 0.03% | – |
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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% |