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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,418,284 | -1.7% | 11,349 | -9.5% | 0.05% | -12.7% |
| Q3 2023 | $1,442,110 | -6.2% | 12,539 | 0.0% | 0.06% | -1.8% |
| Q2 2023 | $1,537,030 | -0.1% | 12,539 | +0.8% | 0.06% | -6.7% |
| Q1 2023 | $1,538,210 | +85546.4% | 12,434 | -13.4% | 0.06% | -20.0% |
| Q4 2022 | $1,796 | -99.7% | 14,359 | +160.1% | 0.08% | +167.9% |
| Q3 2022 | $616,000 | -8.5% | 5,521 | -2.6% | 0.03% | 0.0% |
| Q2 2022 | $673,000 | +1.7% | 5,671 | +9.8% | 0.03% | +21.7% |
| Q1 2022 | $662,000 | -0.7% | 5,167 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $667,000 | +2.6% | 5,167 | -6.6% | 0.02% | -4.3% |
| Q3 2021 | $650,000 | +20.4% | 5,532 | +25.4% | 0.02% | +21.1% |
| Q2 2021 | $540,000 | -17.7% | 4,413 | -20.6% | 0.02% | -24.0% |
| Q1 2021 | $656,000 | +9.5% | 5,558 | -1.6% | 0.02% | +4.2% |
| Q4 2020 | $599,000 | -29.4% | 5,651 | -38.4% | 0.02% | -38.5% |
| Q3 2020 | $848,000 | +1.1% | 9,181 | -0.2% | 0.04% | -7.1% |
| Q2 2020 | $839,000 | +53.9% | 9,203 | +34.8% | 0.04% | +31.2% |
| Q1 2020 | $545,000 | -25.7% | 6,826 | 0.0% | 0.03% | -3.0% |
| Q4 2019 | $734,000 | +2.1% | 6,826 | -2.6% | 0.03% | -2.9% |
| Q3 2019 | $719,000 | +4.4% | 7,008 | +2.7% | 0.03% | +3.0% |
| Q2 2019 | $689,000 | +1.5% | 6,826 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $679,000 | +4.5% | 6,826 | -6.1% | 0.03% | -8.3% |
| Q4 2018 | $650,000 | -2.7% | 7,266 | +6.4% | 0.04% | +9.1% |
| Q3 2018 | $668,000 | +7.4% | 6,826 | +1.7% | 0.03% | -17.5% |
| Q2 2018 | $622,000 | +1.6% | 6,715 | 0.0% | 0.04% | +2.6% |
| Q1 2018 | $612,000 | -11.2% | 6,715 | -7.9% | 0.04% | -7.1% |
| Q4 2017 | $689,000 | – | 7,290 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |