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 | $390,536 | +12.2% | 3,122 | 0.0% | 0.05% | +6.0% |
| Q3 2022 | $348,000 | -5.9% | 3,122 | 0.0% | 0.05% | +4.2% |
| Q2 2022 | $370,000 | -6.1% | 3,122 | +1.4% | 0.05% | +9.1% |
| Q1 2022 | $394,000 | -1.0% | 3,079 | 0.0% | 0.04% | +4.8% |
| Q4 2021 | $398,000 | +9.9% | 3,079 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $362,000 | -3.7% | 3,079 | 0.0% | 0.04% | -10.4% |
| Q2 2021 | $376,000 | +3.6% | 3,079 | 0.0% | 0.05% | 0.0% |
| Q1 2021 | $363,000 | +11.3% | 3,079 | 0.0% | 0.05% | +2.1% |
| Q4 2020 | $326,000 | +7.6% | 3,079 | -6.1% | 0.05% | -2.1% |
| Q3 2020 | $303,000 | +1.3% | 3,279 | 0.0% | 0.05% | -11.1% |
| Q2 2020 | $299,000 | -5.7% | 3,279 | -17.5% | 0.05% | -11.5% |
| Q1 2020 | $317,000 | -25.8% | 3,973 | 0.0% | 0.06% | -18.7% |
| Q4 2019 | $427,000 | +6.8% | 3,973 | +2.0% | 0.08% | -1.3% |
| Q3 2019 | $400,000 | +1.8% | 3,894 | 0.0% | 0.08% | +2.7% |
| Q2 2019 | $393,000 | -6.0% | 3,894 | -7.4% | 0.07% | -19.6% |
| Q1 2019 | $418,000 | +10.9% | 4,207 | 0.0% | 0.09% | -1.1% |
| Q4 2018 | $377,000 | -12.7% | 4,207 | -4.5% | 0.09% | -10.6% |
| Q3 2018 | $432,000 | +5.6% | 4,407 | 0.0% | 0.10% | -2.8% |
| Q2 2018 | $409,000 | +2.5% | 4,407 | +0.7% | 0.11% | -1.8% |
| Q1 2018 | $399,000 | -3.6% | 4,377 | 0.0% | 0.11% | +9.0% |
| Q4 2017 | $414,000 | +3.5% | 4,377 | 0.0% | 0.10% | -2.0% |
| Q3 2017 | $400,000 | +2.8% | 4,377 | 0.0% | 0.10% | -1.0% |
| Q2 2017 | $389,000 | -6.7% | 4,377 | -7.4% | 0.10% | -3.7% |
| Q1 2017 | $417,000 | +27.1% | 4,727 | +23.3% | 0.11% | +11.5% |
| Q4 2016 | $328,000 | – | 3,833 | – | 0.10% | – |
Download | ||||||
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% |