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 | $1,419,799 | -19.9% | 12,345 | -14.6% | 0.12% | -14.5% |
| Q2 2023 | $1,772,875 | -7.6% | 14,463 | -6.8% | 0.14% | -5.8% |
| Q1 2023 | $1,918,990 | -3.4% | 15,512 | -2.3% | 0.15% | -6.7% |
| Q4 2022 | $1,986,497 | -0.8% | 15,878 | -11.6% | 0.16% | -8.3% |
| Q3 2022 | $2,003,000 | -32.4% | 17,967 | -28.0% | 0.18% | -31.6% |
| Q2 2022 | $2,962,000 | -6.2% | 24,954 | +1.3% | 0.26% | +17.4% |
| Q1 2022 | $3,157,000 | +1.5% | 24,643 | +2.3% | 0.22% | +4.7% |
| Q4 2021 | $3,110,000 | -4.6% | 24,088 | -13.2% | 0.21% | -17.7% |
| Q3 2021 | $3,261,000 | -8.1% | 27,745 | -4.4% | 0.26% | -10.0% |
| Q2 2021 | $3,550,000 | -8.2% | 29,031 | -11.4% | 0.29% | -17.9% |
| Q1 2021 | $3,869,000 | -0.9% | 32,780 | -11.0% | 0.35% | -5.4% |
| Q4 2020 | $3,903,000 | -32.9% | 36,842 | -41.5% | 0.37% | -38.6% |
| Q3 2020 | $5,821,000 | -30.7% | 62,998 | -31.6% | 0.61% | -31.1% |
| Q2 2020 | $8,404,000 | -34.4% | 92,149 | -42.6% | 0.88% | -43.5% |
| Q1 2020 | $12,816,000 | -52.8% | 160,484 | -36.5% | 1.56% | -32.1% |
| Q4 2019 | $27,178,000 | +11319.3% | 252,652 | +9341.4% | 2.29% | +6641.2% |
| Q2 2017 | $238,000 | +0.8% | 2,676 | 0.0% | 0.03% | +3.0% |
| Q1 2017 | $236,000 | – | 2,676 | – | 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% |