SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $80,852 | -34.2% | 703 | -29.9% | 0.00% | 0.0% |
| Q2 2023 | $122,948 | -0.9% | 1,003 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $124,081 | -1.1% | 1,003 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $125,485 | -4.9% | 1,003 | -15.2% | 0.00% | 0.0% |
| Q3 2022 | $132,000 | -5.7% | 1,183 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $140,000 | -7.9% | 1,183 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $152,000 | +50.5% | 1,183 | +51.7% | 0.00% | 0.0% |
| Q4 2021 | $101,000 | +9.8% | 780 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $92,000 | -3.2% | 780 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $95,000 | +3.3% | 780 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $92,000 | +10.8% | 780 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $83,000 | +15.3% | 780 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $72,000 | +1.4% | 780 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $71,000 | +14.5% | 780 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $62,000 | -83.8% | 780 | -78.1% | 0.00% | -50.0% |
| Q4 2019 | $383,000 | +316.3% | 3,556 | +295.1% | 0.00% | +100.0% |
| Q3 2019 | $92,000 | +1.1% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $91,000 | -30.5% | 900 | -31.8% | 0.00% | 0.0% |
| Q1 2019 | $131,000 | -23.4% | 1,320 | -31.0% | 0.00% | 0.0% |
| Q4 2018 | $171,000 | -8.6% | 1,913 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $187,000 | +98.9% | 1,913 | +88.8% | 0.00% | 0.0% |
| Q2 2018 | $94,000 | +2.2% | 1,013 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $92,000 | -4.2% | 1,013 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $96,000 | +3.2% | 1,013 | 0.0% | 0.00% | – |
| Q3 2017 | $93,000 | +151.4% | 1,013 | +141.2% | 0.00% | – |
| Q2 2017 | $37,000 | 0.0% | 420 | 0.0% | 0.00% | – |
| Q1 2017 | $37,000 | +2.8% | 420 | 0.0% | 0.00% | – |
| Q4 2016 | $36,000 | +2.9% | 420 | 0.0% | 0.00% | – |
| Q3 2016 | $35,000 | 0.0% | 420 | 0.0% | 0.00% | – |
| Q2 2016 | $35,000 | +2.9% | 420 | 0.0% | 0.00% | – |
| Q1 2016 | $34,000 | +9.7% | 420 | 0.0% | 0.00% | – |
| Q4 2015 | $31,000 | +3.3% | 420 | 0.0% | 0.00% | – |
| Q3 2015 | $30,000 | -6.2% | 420 | 0.0% | 0.00% | – |
| Q2 2015 | $32,000 | -3.0% | 420 | 0.0% | 0.00% | – |
| Q1 2015 | $33,000 | -90.4% | 420 | -90.4% | 0.00% | -100.0% |
| Q4 2014 | $343,000 | +83.4% | 4,359 | +74.4% | 0.00% | 0.0% |
| Q3 2014 | $187,000 | +17.6% | 2,500 | +20.2% | 0.00% | 0.0% |
| Q2 2014 | $159,000 | +3.9% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $153,000 | +1.3% | 2,080 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $151,000 | -15.2% | 2,080 | -19.4% | 0.00% | 0.0% |
| Q3 2013 | $178,000 | +2.3% | 2,580 | -1.9% | 0.00% | 0.0% |
| Q2 2013 | $174,000 | – | 2,630 | +1.9% | 0.00% | – |
| Q1 2013 | $0 | – | 2,580 | – | 0.00% | – |
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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% |