SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,301,695 | -7.2% | 20,013 | -1.1% | 0.20% | -6.5% |
| Q2 2023 | $2,481,263 | -1.1% | 20,242 | -0.2% | 0.22% | -6.5% |
| Q1 2023 | $2,509,704 | -3.6% | 20,287 | -2.5% | 0.23% | -3.8% |
| Q4 2022 | $2,603,288 | +13.0% | 20,808 | +0.7% | 0.24% | +0.4% |
| Q3 2022 | $2,303,000 | +806.7% | 20,657 | +776.0% | 0.24% | +408.5% |
| Q4 2019 | $254,000 | +5.0% | 2,358 | 0.0% | 0.05% | +104.3% |
| Q3 2019 | $242,000 | +1.7% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $238,000 | +1.7% | 2,358 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $234,000 | +10.9% | 2,358 | 0.0% | 0.02% | -4.0% |
| Q4 2018 | $211,000 | -8.7% | 2,358 | 0.0% | 0.02% | +13.6% |
| Q3 2018 | $231,000 | +5.5% | 2,358 | 0.0% | 0.02% | +10.0% |
| Q2 2018 | $219,000 | +1.9% | 2,358 | 0.0% | 0.02% | -4.8% |
| Q1 2018 | $215,000 | -3.6% | 2,358 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $223,000 | – | 2,358 | – | 0.02% | – |
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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% |