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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $604,532 | +8.0% | 4,832 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $560,000 | +33.0% | 5,026 | +41.7% | 0.00% | +50.0% |
| Q2 2022 | $421,000 | -5.4% | 3,548 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $445,000 | -8.6% | 3,471 | -8.0% | 0.00% | 0.0% |
| Q4 2021 | $487,000 | +55.1% | 3,773 | +41.5% | 0.00% | 0.0% |
| Q3 2021 | $314,000 | -22.5% | 2,667 | -19.4% | 0.00% | 0.0% |
| Q2 2021 | $405,000 | +11.6% | 3,308 | +7.6% | 0.00% | 0.0% |
| Q1 2021 | $363,000 | -27.3% | 3,074 | -34.7% | 0.00% | -33.3% |
| Q4 2020 | $499,000 | +78.9% | 4,709 | +55.9% | 0.00% | +50.0% |
| Q3 2020 | $279,000 | +15.8% | 3,020 | -14.1% | 0.00% | 0.0% |
| Q1 2020 | $241,000 | -23.5% | 3,516 | +20.0% | 0.00% | -33.3% |
| Q4 2019 | $315,000 | +10.5% | 2,929 | +5.2% | 0.00% | 0.0% |
| Q3 2019 | $285,000 | +27.2% | 2,784 | +25.3% | 0.00% | +50.0% |
| Q2 2019 | $224,000 | – | 2,221 | – | 0.00% | – |
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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% |