SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,349 | -5.7% | 1,038 | +0.5% | 0.03% | -2.9% |
| Q2 2023 | $126,587 | -0.5% | 1,033 | +0.4% | 0.03% | -2.9% |
| Q1 2023 | $127,249 | -0.7% | 1,029 | +0.5% | 0.04% | -5.4% |
| Q4 2022 | $128,130 | +56.3% | 1,024 | +39.7% | 0.04% | +37.0% |
| Q3 2022 | $82,000 | -5.7% | 733 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $87,000 | +4.8% | 730 | +12.5% | 0.03% | +22.7% |
| Q1 2022 | $83,000 | 0.0% | 649 | +0.3% | 0.02% | +10.0% |
| Q4 2021 | $83,000 | -10.8% | 647 | -17.8% | 0.02% | -25.9% |
| Q1 2021 | $93,000 | +190.6% | 787 | +124.9% | 0.03% | +145.5% |
| Q3 2020 | $32,000 | -23.8% | 350 | -23.9% | 0.01% | -38.9% |
| Q3 2017 | $42,000 | – | 460 | – | 0.02% | – |
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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% |