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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |