SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $3,378,000 | -3.9% | 28,740 | -0.0% | 0.31% | -4.0% |
| Q2 2021 | $3,515,000 | -0.5% | 28,745 | -3.9% | 0.33% | -8.7% |
| Q1 2021 | $3,531,000 | +9.7% | 29,913 | -1.6% | 0.36% | +4.7% |
| Q4 2020 | $3,219,000 | +12.1% | 30,385 | -2.2% | 0.34% | -0.6% |
| Q3 2020 | $2,871,000 | -2.0% | 31,071 | -3.3% | 0.34% | -9.7% |
| Q2 2020 | $2,931,000 | +3.5% | 32,140 | -9.4% | 0.38% | -17.9% |
| Q1 2020 | $2,832,000 | -30.7% | 35,465 | -6.7% | 0.46% | -15.4% |
| Q4 2019 | $4,089,000 | +3.4% | 38,008 | -1.4% | 0.55% | -6.5% |
| Q3 2019 | $3,953,000 | +1.0% | 38,533 | -0.7% | 0.58% | +4.8% |
| Q2 2019 | $3,915,000 | +1.5% | 38,806 | 0.0% | 0.56% | -0.2% |
| Q1 2019 | $3,858,000 | +10.8% | 38,806 | -0.2% | 0.56% | -1.2% |
| Q4 2018 | $3,482,000 | -12.0% | 38,900 | -3.7% | 0.57% | -2.7% |
| Q3 2018 | $3,958,000 | -8.9% | 40,413 | -13.7% | 0.58% | -10.7% |
| Q2 2018 | $4,343,000 | -0.2% | 46,849 | -1.8% | 0.65% | +0.9% |
| Q1 2018 | $4,352,000 | -5.2% | 47,717 | -1.8% | 0.65% | -3.4% |
| Q4 2017 | $4,590,000 | -0.8% | 48,586 | -4.1% | 0.67% | -42.6% |
| Q3 2017 | $4,629,000 | +1.8% | 50,680 | -0.9% | 1.16% | +1.2% |
| Q2 2017 | $4,547,000 | -5.6% | 51,155 | -6.4% | 1.15% | -4.2% |
| Q1 2017 | $4,815,000 | +2.5% | 54,632 | -0.5% | 1.20% | -0.2% |
| Q4 2016 | $4,697,000 | -1.2% | 54,900 | -2.6% | 1.20% | +37.6% |
| Q3 2016 | $4,755,000 | -1.0% | 56,362 | -1.6% | 0.88% | +2.1% |
| Q2 2016 | $4,805,000 | +3.0% | 57,255 | -1.9% | 0.86% | +2.3% |
| Q1 2016 | $4,664,000 | -2.5% | 58,352 | -10.2% | 0.84% | -30.3% |
| Q4 2015 | $4,783,000 | +3.3% | 65,015 | +1.4% | 1.20% | +6.7% |
| Q3 2015 | $4,628,000 | -10.2% | 64,134 | -5.2% | 1.13% | -1.7% |
| Q2 2015 | $5,155,000 | -10.0% | 67,641 | -7.6% | 1.15% | -44.4% |
| Q1 2015 | $5,727,000 | -3.5% | 73,233 | -2.8% | 2.06% | -11.3% |
| Q4 2014 | $5,935,000 | +1.4% | 75,311 | -3.6% | 2.32% | -9.1% |
| Q3 2014 | $5,854,000 | -8.1% | 78,115 | -6.0% | 2.56% | -6.0% |
| Q2 2014 | $6,367,000 | -9.7% | 83,128 | -13.3% | 2.72% | -12.3% |
| Q1 2014 | $7,051,000 | -18.5% | 95,833 | -19.6% | 3.10% | -18.0% |
| Q4 2013 | $8,656,000 | -8.2% | 119,198 | -12.9% | 3.78% | -12.6% |
| Q3 2013 | $9,434,000 | -7.8% | 136,836 | -11.4% | 4.32% | -13.7% |
| Q2 2013 | $10,235,000 | – | 154,373 | – | 5.01% | – |
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% |