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 | $3,130,832 | -12.3% | 27,222 | -6.5% | 0.03% | -10.0% |
| Q2 2023 | $3,569,822 | -24.1% | 29,122 | -23.4% | 0.03% | -36.2% |
| Q1 2023 | $4,706,204 | -9.9% | 38,042 | -8.9% | 0.05% | -19.0% |
| Q4 2022 | $5,223,596 | +7.2% | 41,752 | -4.4% | 0.06% | -6.5% |
| Q3 2022 | $4,872,000 | -15.9% | 43,693 | -10.5% | 0.06% | -21.5% |
| Q2 2022 | $5,792,000 | -16.7% | 48,801 | -10.1% | 0.08% | -11.2% |
| Q1 2022 | $6,953,000 | +45.5% | 54,281 | +46.7% | 0.09% | +30.9% |
| Q4 2021 | $4,778,000 | -0.4% | 37,002 | -9.3% | 0.07% | -15.0% |
| Q3 2021 | $4,795,000 | +1618.6% | 40,791 | +1685.9% | 0.08% | +1500.0% |
| Q2 2021 | $279,000 | +33.5% | 2,284 | +28.8% | 0.01% | +25.0% |
| Q1 2021 | $209,000 | +13.6% | 1,773 | +2.0% | 0.00% | -20.0% |
| Q4 2020 | $184,000 | +15.0% | 1,739 | +0.7% | 0.01% | 0.0% |
| Q3 2020 | $160,000 | +1.9% | 1,727 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $157,000 | -30.2% | 1,717 | -39.0% | 0.01% | -28.6% |
| Q1 2020 | $225,000 | -19.9% | 2,814 | +7.6% | 0.01% | -30.0% |
| Q4 2019 | $281,000 | +26.6% | 2,616 | +20.9% | 0.01% | +25.0% |
| Q3 2019 | $222,000 | +2.3% | 2,164 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $217,000 | -10.0% | 2,155 | -11.1% | 0.01% | -20.0% |
| Q1 2019 | $241,000 | +129.5% | 2,423 | +106.7% | 0.01% | +100.0% |
| Q4 2018 | $105,000 | -97.7% | 1,172 | -97.5% | 0.01% | -97.6% |
| Q3 2018 | $4,522,000 | -25.8% | 46,174 | -29.8% | 0.20% | -29.8% |
| Q2 2018 | $6,096,000 | +18372.7% | 65,762 | +17673.5% | 0.29% | +9633.3% |
| Q2 2017 | $33,000 | -84.8% | 370 | -85.0% | 0.00% | -85.0% |
| Q1 2017 | $217,000 | +21.2% | 2,463 | +17.7% | 0.02% | +11.1% |
| Q4 2016 | $179,000 | – | 2,093 | – | 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% |