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 | $1,811,890 | -8.7% | 15,754 | -2.7% | 0.03% | -7.1% |
| Q2 2023 | $1,985,091 | +4.4% | 16,194 | +6.5% | 0.03% | -20.0% |
| Q1 2023 | $1,902,016 | 0.0% | 15,203 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $1,902,016 | +3.1% | 15,203 | -8.1% | 0.04% | -7.9% |
| Q3 2022 | $1,845,000 | -7.8% | 16,543 | -1.9% | 0.04% | -5.0% |
| Q2 2022 | $2,001,000 | -6.7% | 16,858 | +0.7% | 0.04% | -4.8% |
| Q1 2022 | $2,144,000 | +3.1% | 16,735 | +4.0% | 0.04% | +5.0% |
| Q4 2021 | $2,079,000 | +5.5% | 16,098 | -3.9% | 0.04% | 0.0% |
| Q3 2021 | $1,970,000 | -17.9% | 16,758 | -14.6% | 0.04% | -31.0% |
| Q2 2021 | $2,400,000 | +3.4% | 19,629 | -0.1% | 0.06% | -49.1% |
| Q1 2021 | $2,320,000 | +11.0% | 19,655 | -0.4% | 0.11% | +3.6% |
| Q4 2020 | $2,091,000 | +26.1% | 19,739 | +10.0% | 0.11% | -13.4% |
| Q3 2020 | $1,658,000 | -15.4% | 17,948 | -16.4% | 0.13% | -31.7% |
| Q2 2020 | $1,959,000 | +37.9% | 21,481 | +20.8% | 0.19% | +35.8% |
| Q1 2020 | $1,421,000 | -29.6% | 17,789 | -5.2% | 0.14% | -29.4% |
| Q4 2019 | $2,019,000 | +24.5% | 18,766 | +18.7% | 0.19% | +10.2% |
| Q3 2019 | $1,622,000 | -15.4% | 15,809 | -16.8% | 0.18% | -15.4% |
| Q2 2019 | $1,917,000 | +7.3% | 19,000 | +5.8% | 0.21% | -7.6% |
| Q1 2019 | $1,786,000 | +11.5% | 17,963 | +0.4% | 0.22% | -8.2% |
| Q4 2018 | $1,602,000 | -20.8% | 17,892 | -13.4% | 0.24% | -21.0% |
| Q3 2018 | $2,023,000 | -15.2% | 20,654 | -19.7% | 0.31% | -19.7% |
| Q2 2018 | $2,385,000 | -12.6% | 25,733 | -14.0% | 0.39% | -27.4% |
| Q1 2018 | $2,730,000 | -11.3% | 29,938 | -8.1% | 0.53% | -17.1% |
| Q4 2017 | $3,077,000 | -3.8% | 32,568 | -7.0% | 0.64% | -15.5% |
| Q3 2017 | $3,197,000 | -33.8% | 35,009 | -35.6% | 0.76% | -33.0% |
| Q2 2017 | $4,829,000 | -6.1% | 54,329 | -6.8% | 1.13% | -24.1% |
| Q1 2017 | $5,140,000 | +212.7% | 58,317 | +203.5% | 1.50% | +182.1% |
| Q4 2016 | $1,644,000 | +675.5% | 19,213 | +663.9% | 0.53% | +636.1% |
| Q3 2016 | $212,000 | -34.6% | 2,515 | -40.9% | 0.07% | -32.1% |
| Q2 2015 | $324,000 | – | 4,252 | – | 0.11% | – |
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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% |