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 | $314,092 | -6.2% | 2,731 | 0.0% | 0.06% | -1.5% |
| Q2 2023 | $334,766 | -0.9% | 2,731 | 0.0% | 0.07% | -2.9% |
| Q1 2023 | $337,852 | +98687.1% | 2,731 | 0.0% | 0.07% | -6.8% |
| Q4 2022 | $342 | -99.9% | 2,731 | 0.0% | 0.07% | +5.8% |
| Q3 2022 | $305,000 | -5.9% | 2,731 | 0.0% | 0.07% | 0.0% |
| Q2 2022 | $324,000 | -7.4% | 2,731 | 0.0% | 0.07% | +1.5% |
| Q1 2022 | $350,000 | -0.8% | 2,731 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $353,000 | +8.0% | 2,731 | -2.0% | 0.07% | -2.8% |
| Q3 2021 | $327,000 | -4.1% | 2,786 | 0.0% | 0.07% | -12.2% |
| Q2 2021 | $341,000 | +3.6% | 2,786 | 0.0% | 0.08% | -2.4% |
| Q1 2021 | $329,000 | -4.1% | 2,786 | -14.0% | 0.08% | -5.6% |
| Q4 2020 | $343,000 | +14.7% | 3,241 | 0.0% | 0.09% | -8.2% |
| Q3 2020 | $299,000 | -2.0% | 3,241 | -3.0% | 0.10% | -7.6% |
| Q2 2020 | $305,000 | +13.8% | 3,341 | -0.3% | 0.10% | +20.7% |
| Q1 2020 | $268,000 | -38.8% | 3,351 | -17.7% | 0.09% | -24.3% |
| Q4 2019 | $438,000 | -8.4% | 4,071 | -12.6% | 0.12% | -12.9% |
| Q3 2019 | $478,000 | -1.6% | 4,660 | -2.9% | 0.13% | +3.1% |
| Q2 2019 | $486,000 | -3.8% | 4,800 | -5.6% | 0.13% | -7.9% |
| Q1 2019 | $505,000 | +11.0% | 5,085 | 0.0% | 0.14% | -0.7% |
| Q4 2018 | $455,000 | -10.6% | 5,085 | -2.1% | 0.14% | +4.5% |
| Q3 2018 | $509,000 | -10.7% | 5,195 | -15.5% | 0.13% | -15.2% |
| Q2 2018 | $570,000 | -25.7% | 6,147 | -26.9% | 0.16% | -31.9% |
| Q1 2018 | $767,000 | -38.3% | 8,413 | -36.1% | 0.23% | -37.6% |
| Q4 2017 | $1,244,000 | +2.9% | 13,167 | -0.6% | 0.37% | -9.3% |
| Q3 2017 | $1,209,000 | +0.5% | 13,242 | -2.2% | 0.41% | +1.2% |
| Q2 2017 | $1,203,000 | -18.1% | 13,537 | -18.8% | 0.40% | -20.3% |
| Q1 2017 | $1,469,000 | -5.0% | 16,667 | -7.8% | 0.51% | -14.8% |
| Q4 2016 | $1,547,000 | -8.4% | 18,076 | -9.6% | 0.60% | -17.7% |
| Q3 2016 | $1,688,000 | -12.1% | 20,006 | -12.6% | 0.72% | -22.6% |
| Q2 2016 | $1,920,000 | +1.4% | 22,881 | -3.4% | 0.94% | +1.9% |
| Q1 2016 | $1,894,000 | +4.1% | 23,696 | -4.2% | 0.92% | +4.6% |
| Q4 2015 | $1,820,000 | -5.6% | 24,736 | -7.4% | 0.88% | -8.2% |
| Q3 2015 | $1,927,000 | -14.0% | 26,704 | -9.2% | 0.96% | -14.7% |
| Q2 2015 | $2,241,000 | -24.7% | 29,405 | -22.7% | 1.12% | -22.5% |
| Q1 2015 | $2,975,000 | -7.0% | 38,042 | -6.3% | 1.45% | -13.8% |
| Q4 2014 | $3,200,000 | -10.8% | 40,598 | -15.2% | 1.68% | -16.2% |
| Q3 2014 | $3,587,000 | 0.0% | 47,860 | +2.2% | 2.00% | -1.7% |
| Q2 2014 | $3,587,000 | +1.2% | 46,832 | -2.8% | 2.04% | +2.9% |
| Q1 2014 | $3,546,000 | -5.8% | 48,191 | -7.0% | 1.98% | -7.7% |
| Q4 2013 | $3,765,000 | -56.0% | 51,844 | -58.3% | 2.14% | -59.9% |
| Q3 2013 | $8,564,000 | -4.8% | 124,227 | -8.4% | 5.35% | -6.6% |
| Q2 2013 | $8,992,000 | – | 135,627 | – | 5.73% | – |
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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% |