SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,300,200 | -17.3% | 20,000 | -11.8% | 0.03% | +12.5% |
| Q2 2023 | $2,780,360 | +1.2% | 22,682 | +2.1% | 0.02% | -11.1% |
| Q1 2023 | $2,747,599 | -49.4% | 22,210 | -48.8% | 0.03% | -52.6% |
| Q4 2022 | $5,426,271 | -99.9% | 43,372 | +23.9% | 0.06% | +32.6% |
| Q3 2022 | $3,902,500,000 | +93845.6% | 35,000 | 0.0% | 0.04% | +4.9% |
| Q2 2022 | $4,154,000 | +1630.8% | 35,000 | +1066.7% | 0.04% | +720.0% |
| Q1 2020 | $240,000 | -25.7% | 3,000 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $323,000 | +4.9% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $308,000 | +1.7% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $303,000 | +1.7% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $298,000 | +10.8% | 3,000 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $269,000 | -68.1% | 3,000 | -70.0% | 0.01% | -77.3% |
| Q3 2016 | $844,000 | – | 10,000 | – | 0.02% | – |
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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% |