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 | $12,596,276 | +16.2% | 109,523 | +23.8% | 0.14% | +13.7% |
Q2 2023 | $10,842,171 | -1.5% | 88,450 | -0.6% | 0.12% | -8.1% |
Q1 2023 | $11,006,195 | +2.2% | 88,968 | +3.4% | 0.14% | -6.2% |
Q4 2022 | $10,769,050 | +24.4% | 86,077 | +10.8% | 0.14% | +8.3% |
Q3 2022 | $8,659,000 | +50.9% | 77,659 | +60.6% | 0.13% | +54.7% |
Q2 2022 | $5,738,000 | -10.3% | 48,346 | -3.1% | 0.09% | -2.3% |
Q1 2022 | $6,400,000 | +1.3% | 49,915 | +2.0% | 0.09% | -7.4% |
Q4 2021 | $6,316,000 | +13.3% | 48,915 | +3.2% | 0.10% | +2.2% |
Q3 2021 | $5,577,000 | -0.4% | 47,405 | +3.5% | 0.09% | -8.8% |
Q2 2021 | $5,602,000 | +1.1% | 45,814 | -2.4% | 0.10% | -14.3% |
Q1 2021 | $5,540,000 | +17.6% | 46,935 | +5.7% | 0.12% | +6.2% |
Q4 2020 | $4,711,000 | -55.6% | 44,407 | -61.3% | 0.11% | -34.1% |
Q3 2020 | $10,605,000 | +189.1% | 114,829 | +185.9% | 0.17% | +60.4% |
Q2 2020 | $3,668,000 | -50.0% | 40,171 | -56.3% | 0.11% | -51.6% |
Q1 2020 | $7,343,000 | +63.3% | 91,942 | +119.8% | 0.22% | +110.6% |
Q4 2019 | $4,497,000 | +46.2% | 41,828 | +39.7% | 0.10% | -16.1% |
Q3 2019 | $3,076,000 | +12.1% | 29,943 | +10.0% | 0.12% | +2.5% |
Q2 2019 | $2,745,000 | +48.8% | 27,212 | +46.6% | 0.12% | +23.5% |
Q1 2019 | $1,845,000 | +44.0% | 18,559 | +29.2% | 0.10% | -54.4% |
Q4 2018 | $1,281,000 | – | 14,368 | – | 0.22% | – |
Download |
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% |