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 2020 | $660,000 | +47.0% | 6,231 | +28.3% | 0.12% | +12.6% |
| Q3 2020 | $449,000 | +2.5% | 4,856 | +1.1% | 0.11% | -5.1% |
| Q2 2020 | $438,000 | +14.1% | 4,803 | +0.0% | 0.12% | -7.1% |
| Q1 2020 | $384,000 | -33.1% | 4,802 | -9.9% | 0.13% | -13.7% |
| Q4 2019 | $574,000 | +4.7% | 5,328 | +0.0% | 0.15% | -4.6% |
| Q3 2019 | $548,000 | +1.9% | 5,326 | +0.1% | 0.15% | +2.0% |
| Q2 2019 | $538,000 | -10.3% | 5,322 | -11.6% | 0.15% | -11.8% |
| Q1 2019 | $600,000 | +9.9% | 6,022 | -1.0% | 0.17% | -7.1% |
| Q4 2018 | $546,000 | -9.6% | 6,084 | -1.1% | 0.18% | 0.0% |
| Q3 2018 | $604,000 | +9.4% | 6,152 | +3.8% | 0.18% | +5.8% |
| Q2 2018 | $552,000 | -99.9% | 5,924 | +12.4% | 0.17% | +10.9% |
| Q1 2018 | $480,704,000 | -3.4% | 5,272 | +0.0% | 0.16% | -2.5% |
| Q4 2017 | $497,790,000 | +9.6% | 5,270 | +5.9% | 0.16% | +6.0% |
| Q3 2017 | $454,314,000 | -33.0% | 4,976 | -34.8% | 0.15% | -18.8% |
| Q2 2017 | $678,268,000 | -6.8% | 7,630 | -7.6% | 0.19% | -18.8% |
| Q1 2017 | $727,636,000 | -19.0% | 8,258 | -21.3% | 0.23% | -17.0% |
| Q4 2016 | $897,990,000 | -48.1% | 10,498 | -48.3% | 0.28% | +11.3% |
| Q3 2016 | $1,731,128,000 | +93.7% | 20,288 | +90.5% | 0.25% | -7.1% |
| Q2 2016 | $893,612,000 | +4.2% | 10,650 | -0.8% | 0.27% | +3.1% |
| Q1 2016 | $857,883,000 | +12.3% | 10,733 | +3.4% | 0.26% | +18.3% |
| Q4 2015 | $763,732,000 | +6.7% | 10,382 | +4.6% | 0.22% | -2.7% |
| Q3 2015 | $715,918,000 | -8.5% | 9,922 | -3.4% | 0.22% | +1.8% |
| Q2 2015 | $782,534,000 | +3.3% | 10,270 | +6.0% | 0.22% | +3.3% |
| Q1 2015 | $757,452,000 | +3.0% | 9,688 | +3.8% | 0.21% | +1.9% |
| Q4 2014 | $735,558,000 | +2.1% | 9,336 | -2.9% | 0.21% | +1.4% |
| Q3 2014 | $720,184,000 | +7.7% | 9,612 | +10.1% | 0.21% | -6.3% |
| Q2 2014 | $668,500,000 | +13.5% | 8,728 | +9.1% | 0.22% | +8.9% |
| Q1 2014 | $588,755,000 | +101584.8% | 8,002 | +0.4% | 0.20% | +2.5% |
| Q4 2013 | $579,000 | – | 7,970 | – | 0.20% | – |
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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% |