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 2022 | $210,185 | -44.8% | 1,680 | -50.8% | 0.01% | -53.8% |
| Q3 2022 | $381,000 | +88.6% | 3,413 | +100.4% | 0.03% | +73.3% |
| Q2 2022 | $202,000 | -11.0% | 1,703 | -4.0% | 0.02% | -11.8% |
| Q1 2022 | $227,000 | -45.6% | 1,774 | -48.0% | 0.02% | -50.0% |
| Q2 2021 | $417,000 | +36.3% | 3,412 | +2.9% | 0.03% | -12.8% |
| Q3 2020 | $306,000 | +3.0% | 3,315 | +1.8% | 0.04% | -4.9% |
| Q2 2020 | $297,000 | +42.8% | 3,255 | +25.7% | 0.04% | +41.4% |
| Q1 2020 | $208,000 | -4.1% | 2,589 | +9.0% | 0.03% | -25.6% |
| Q1 2018 | $217,000 | -28.4% | 2,376 | -26.0% | 0.04% | -31.6% |
| Q4 2017 | $303,000 | -3.2% | 3,212 | -6.3% | 0.06% | -10.9% |
| Q3 2017 | $313,000 | -4.6% | 3,427 | -7.3% | 0.06% | -12.3% |
| Q2 2017 | $328,000 | -9.4% | 3,695 | -9.9% | 0.07% | -18.9% |
| Q1 2017 | $362,000 | +2.5% | 4,103 | -0.6% | 0.09% | +4.7% |
| Q4 2016 | $353,000 | +14.6% | 4,126 | +13.1% | 0.09% | +7.5% |
| Q3 2016 | $308,000 | -4.0% | 3,649 | -4.6% | 0.08% | -8.0% |
| Q2 2016 | $321,000 | +1.9% | 3,826 | -3.0% | 0.09% | -2.2% |
| Q1 2016 | $315,000 | -6.0% | 3,944 | -13.4% | 0.09% | -9.2% |
| Q4 2015 | $335,000 | +0.9% | 4,554 | -1.1% | 0.10% | -9.3% |
| Q3 2015 | $332,000 | -6.5% | 4,603 | -1.1% | 0.11% | -5.3% |
| Q2 2015 | $355,000 | -0.3% | 4,654 | +2.2% | 0.11% | -0.9% |
| Q1 2015 | $356,000 | -12.3% | 4,555 | -11.6% | 0.12% | -9.4% |
| Q4 2014 | $406,000 | +4.4% | 5,153 | -0.8% | 0.13% | -3.8% |
| Q3 2014 | $389,000 | -2.3% | 5,197 | +0.1% | 0.13% | -2.9% |
| Q2 2014 | $398,000 | +7.0% | 5,194 | +2.7% | 0.14% | -1.4% |
| Q1 2014 | $372,000 | -9.7% | 5,055 | -10.8% | 0.14% | -12.7% |
| Q4 2013 | $412,000 | -6.2% | 5,670 | -10.9% | 0.16% | -22.9% |
| Q3 2013 | $439,000 | +0.2% | 6,367 | -3.7% | 0.20% | -15.3% |
| Q2 2013 | $438,000 | – | 6,611 | – | 0.24% | – |
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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% |