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 | $253,128 | -5.8% | 2,201 | +0.4% | 0.01% | 0.0% |
| Q2 2023 | $268,769 | -0.9% | 2,193 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $271,330 | +49503.3% | 2,193 | -49.8% | 0.01% | -20.0% |
| Q4 2022 | $547 | -99.8% | 4,372 | +62.2% | 0.02% | -25.0% |
| Q3 2022 | $301,000 | -23.2% | 2,696 | -11.8% | 0.02% | -4.8% |
| Q1 2022 | $392,000 | -3.9% | 3,056 | -3.2% | 0.02% | 0.0% |
| Q4 2021 | $408,000 | +63.9% | 3,157 | +48.8% | 0.02% | +50.0% |
| Q3 2021 | $249,000 | -2.7% | 2,121 | +1.3% | 0.01% | 0.0% |
| Q2 2021 | $256,000 | +4.1% | 2,094 | +0.4% | 0.01% | -6.7% |
| Q1 2021 | $246,000 | -0.8% | 2,086 | -11.0% | 0.02% | 0.0% |
| Q4 2020 | $248,000 | +17.5% | 2,343 | +2.7% | 0.02% | 0.0% |
| Q3 2020 | $211,000 | -1.9% | 2,282 | -3.6% | 0.02% | -6.2% |
| Q2 2020 | $215,000 | -13.3% | 2,366 | -23.7% | 0.02% | -33.3% |
| Q1 2020 | $248,000 | -34.6% | 3,102 | -11.9% | 0.02% | -27.3% |
| Q4 2019 | $379,000 | +22.7% | 3,520 | +16.7% | 0.03% | +10.0% |
| Q3 2019 | $309,000 | +2.0% | 3,016 | +0.4% | 0.03% | +3.4% |
| Q2 2019 | $303,000 | +2.0% | 3,004 | +0.4% | 0.03% | -3.3% |
| Q1 2019 | $297,000 | +3.1% | 2,992 | -7.2% | 0.03% | -9.1% |
| Q4 2018 | $288,000 | -9.7% | 3,223 | -1.1% | 0.03% | -8.3% |
| Q3 2018 | $319,000 | -10.6% | 3,259 | -15.3% | 0.04% | -12.2% |
| Q2 2018 | $357,000 | -5.3% | 3,849 | -6.9% | 0.04% | -12.8% |
| Q1 2018 | $377,000 | -3.1% | 4,133 | +0.3% | 0.05% | +2.2% |
| Q4 2017 | $389,000 | -1.5% | 4,122 | -4.7% | 0.05% | -23.3% |
| Q3 2017 | $395,000 | +3.1% | 4,325 | +0.3% | 0.06% | -1.6% |
| Q2 2017 | $383,000 | +4.4% | 4,314 | +3.6% | 0.06% | -1.6% |
| Q1 2017 | $367,000 | -4.9% | 4,165 | -7.6% | 0.06% | -11.4% |
| Q4 2016 | $386,000 | +1.3% | 4,508 | -0.3% | 0.07% | -7.9% |
| Q3 2016 | $381,000 | -2.8% | 4,521 | -3.1% | 0.08% | -9.5% |
| Q2 2016 | $392,000 | +31.1% | 4,668 | +24.6% | 0.08% | +20.0% |
| Q1 2016 | $299,000 | -8.6% | 3,746 | -15.8% | 0.07% | -17.6% |
| Q4 2015 | $327,000 | -8.9% | 4,450 | -10.5% | 0.08% | -27.4% |
| Q3 2015 | $359,000 | -14.3% | 4,973 | -9.5% | 0.12% | -17.6% |
| Q2 2015 | $419,000 | -2.3% | 5,495 | +0.1% | 0.14% | -2.7% |
| Q1 2015 | $429,000 | -0.7% | 5,487 | +0.1% | 0.15% | -2.0% |
| Q4 2014 | $432,000 | +5.9% | 5,481 | +0.6% | 0.15% | +1.4% |
| Q3 2014 | $408,000 | -2.2% | 5,447 | +0.1% | 0.15% | +1.4% |
| Q2 2014 | $417,000 | +4.2% | 5,440 | +0.1% | 0.14% | -0.7% |
| Q1 2014 | $400,000 | +1.5% | 5,435 | +0.1% | 0.15% | +2.8% |
| Q4 2013 | $394,000 | +5.6% | 5,430 | +0.4% | 0.14% | -7.8% |
| Q3 2013 | $373,000 | -48.8% | 5,407 | -50.7% | 0.15% | -1.9% |
| Q2 2013 | $728,000 | – | 10,978 | – | 0.16% | – |
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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% |