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 | $35,654 | -6.2% | 310 | 0.0% | 0.01% | -11.1% |
| Q2 2023 | $38,000 | -57.5% | 310 | -57.1% | 0.01% | -62.5% |
| Q1 2023 | $89,443 | +45.6% | 723 | +47.3% | 0.02% | +33.3% |
| Q4 2022 | $61,429 | +75.5% | 491 | +58.4% | 0.02% | +63.6% |
| Q3 2022 | $35,000 | -5.4% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 310 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $40,000 | 0.0% | 310 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $40,000 | +11.1% | 310 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $36,000 | -5.3% | 310 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +2.7% | 310 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $37,000 | -61.5% | 310 | -65.9% | 0.01% | -63.3% |
| Q4 2020 | $96,000 | -1.0% | 910 | -13.7% | 0.03% | -11.8% |
| Q3 2020 | $97,000 | -5.8% | 1,055 | -6.8% | 0.03% | 0.0% |
| Q2 2020 | $103,000 | +14.4% | 1,132 | +0.9% | 0.03% | 0.0% |
| Q1 2020 | $90,000 | -25.6% | 1,122 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $121,000 | +44.0% | 1,122 | +36.5% | 0.04% | +29.6% |
| Q3 2019 | $84,000 | +1.2% | 822 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $83,000 | -7.8% | 822 | -9.4% | 0.03% | -10.0% |
| Q1 2019 | $90,000 | +21.6% | 907 | +10.3% | 0.03% | +15.4% |
| Q4 2018 | $74,000 | +45.1% | 822 | +57.5% | 0.03% | +44.4% |
| Q3 2018 | $51,000 | +6.2% | 522 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $48,000 | 0.0% | 522 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $48,000 | -2.0% | 522 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $49,000 | +2.1% | 522 | 0.0% | 0.02% | -5.3% |
| Q3 2017 | $48,000 | +4.3% | 522 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $46,000 | 0.0% | 522 | 0.0% | 0.02% | -5.0% |
| Q1 2017 | $46,000 | +2.2% | 522 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $45,000 | – | 522 | – | 0.02% | – |
Download | ||||||
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% |