SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,376,000 | -4.9% | 37,225 | -1.0% | 1.71% | -6.7% |
| Q2 2021 | $4,600,000 | +3.3% | 37,618 | -0.3% | 1.84% | -1.8% |
| Q1 2021 | $4,455,000 | +14.3% | 37,745 | +2.6% | 1.87% | +11.4% |
| Q4 2020 | $3,899,000 | -7.3% | 36,803 | -19.1% | 1.68% | -18.9% |
| Q3 2020 | $4,204,000 | +2.3% | 45,496 | +1.0% | 2.07% | -8.6% |
| Q2 2020 | $4,108,000 | +8.2% | 45,038 | -5.3% | 2.26% | -13.1% |
| Q1 2020 | $3,797,000 | -37.3% | 47,545 | -15.5% | 2.61% | -21.0% |
| Q4 2019 | $6,053,000 | +7.1% | 56,267 | +2.2% | 3.30% | -6.5% |
| Q3 2019 | $5,650,000 | +18.5% | 55,065 | +16.5% | 3.53% | +24.1% |
| Q2 2019 | $4,768,000 | +3.2% | 47,260 | +1.6% | 2.84% | +3.2% |
| Q1 2019 | $4,622,000 | +14.3% | 46,499 | +2.9% | 2.76% | -1.0% |
| Q4 2018 | $4,045,000 | -6.6% | 45,190 | +2.2% | 2.78% | +3.2% |
| Q3 2018 | $4,329,000 | +5.4% | 44,201 | -0.3% | 2.70% | -0.2% |
| Q2 2018 | $4,108,000 | -6.3% | 44,318 | -7.8% | 2.70% | -11.7% |
| Q1 2018 | $4,383,000 | -44.3% | 48,061 | -42.3% | 3.06% | -38.3% |
| Q4 2017 | $7,874,000 | +3.6% | 83,342 | +0.1% | 4.96% | -0.4% |
| Q3 2017 | $7,602,000 | -0.2% | 83,236 | -2.9% | 4.98% | -5.6% |
| Q2 2017 | $7,620,000 | +2.1% | 85,720 | +1.2% | 5.27% | -2.8% |
| Q1 2017 | $7,463,000 | -11.8% | 84,672 | -14.4% | 5.42% | -11.6% |
| Q4 2016 | $8,462,000 | +6.9% | 98,899 | +5.4% | 6.13% | +3.8% |
| Q3 2016 | $7,916,000 | +13.6% | 93,841 | +13.0% | 5.90% | +3.4% |
| Q2 2016 | $6,969,000 | +17.4% | 83,038 | +11.8% | 5.71% | +12.8% |
| Q1 2016 | $5,938,000 | +29.4% | 74,293 | +19.1% | 5.06% | +30.0% |
| Q4 2015 | $4,588,000 | – | 62,358 | – | 3.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |