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 | $219 | -6.0% | 1,902 | 0.0% | 0.13% | +40.9% |
| Q2 2023 | $233 | -0.9% | 1,902 | 0.0% | 0.09% | -1.1% |
| Q1 2023 | $235 | -1.3% | 1,902 | 0.0% | 0.09% | +2.2% |
| Q4 2022 | $238 | -99.9% | 1,902 | 0.0% | 0.09% | +5.7% |
| Q3 2022 | $212,000 | -6.2% | 1,902 | 0.0% | 0.09% | -7.4% |
| Q2 2022 | $226,000 | -7.4% | 1,902 | 0.0% | 0.09% | +6.8% |
| Q1 2022 | $244,000 | -0.8% | 1,902 | 0.0% | 0.09% | +6.0% |
| Q4 2021 | $246,000 | +9.8% | 1,902 | 0.0% | 0.08% | -31.4% |
| Q3 2021 | $224,000 | -65.7% | 1,902 | -64.4% | 0.12% | -59.9% |
| Q2 2021 | $654,000 | +3.6% | 5,348 | 0.0% | 0.30% | -3.2% |
| Q1 2021 | $631,000 | +11.3% | 5,348 | 0.0% | 0.31% | -14.5% |
| Q4 2020 | $567,000 | -86.0% | 5,348 | -87.8% | 0.36% | -80.5% |
| Q3 2020 | $4,050,000 | -2.1% | 43,828 | -3.4% | 1.87% | -7.2% |
| Q2 2020 | $4,136,000 | +14.2% | 45,349 | 0.0% | 2.01% | +12.2% |
| Q1 2020 | $3,622,000 | -28.7% | 45,349 | -4.0% | 1.80% | -5.5% |
| Q4 2019 | $5,083,000 | – | 47,249 | – | 1.90% | – |
Download | ||||||
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% |