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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,844 | -5.3% | 172,542 | +0.9% | 3.04% | -2.9% |
| Q2 2023 | $20,953 | -0.8% | 170,937 | +0.1% | 3.13% | -9.8% |
| Q1 2023 | $21,117 | -1.6% | 170,701 | -0.5% | 3.47% | -6.9% |
| Q4 2022 | $21,456 | -99.9% | 171,495 | +0.7% | 3.73% | +0.8% |
| Q3 2022 | $18,985,000 | -5.4% | 170,270 | +0.7% | 3.70% | -1.7% |
| Q2 2022 | $20,069,000 | -6.6% | 169,090 | +0.8% | 3.76% | +5.2% |
| Q1 2022 | $21,497,000 | +0.8% | 167,801 | +1.6% | 3.57% | +3.9% |
| Q4 2021 | $21,328,000 | +11.5% | 165,182 | +1.5% | 3.44% | +0.8% |
| Q3 2021 | $19,132,000 | -1.5% | 162,759 | +2.5% | 3.42% | -2.0% |
| Q2 2021 | $19,416,000 | +10.1% | 158,779 | +6.3% | 3.48% | +7.7% |
| Q1 2021 | $17,628,000 | +14.2% | 149,354 | +2.5% | 3.24% | -5.1% |
| Q4 2020 | $15,441,000 | +16.3% | 145,770 | +1.5% | 3.41% | +3.0% |
| Q3 2020 | $13,275,000 | -0.2% | 143,672 | -1.5% | 3.31% | -5.7% |
| Q2 2020 | $13,298,000 | +15.9% | 145,816 | +1.5% | 3.51% | -2.4% |
| Q1 2020 | $11,478,000 | -25.9% | 143,721 | -0.2% | 3.60% | -8.9% |
| Q4 2019 | $15,491,000 | +8.5% | 144,008 | +2.9% | 3.95% | -0.1% |
| Q3 2019 | $14,282,000 | +6.5% | 139,987 | +5.3% | 3.95% | +4.3% |
| Q2 2019 | $13,408,000 | -3.2% | 132,910 | -4.7% | 3.79% | +1.1% |
| Q1 2019 | $13,858,000 | +13.7% | 139,407 | +2.4% | 3.75% | +4.2% |
| Q4 2018 | $12,193,000 | +0.3% | 136,203 | +9.7% | 3.60% | +4.8% |
| Q3 2018 | $12,162,000 | +5.6% | 124,188 | +0.0% | 3.43% | -4.6% |
| Q2 2018 | $11,512,000 | -0.5% | 124,180 | -2.1% | 3.60% | -4.0% |
| Q1 2018 | $11,568,000 | -3.7% | 126,843 | -0.2% | 3.74% | -5.5% |
| Q4 2017 | $12,012,000 | +4.8% | 127,138 | +1.3% | 3.96% | -1.4% |
| Q3 2017 | $11,461,000 | +4.7% | 125,487 | +1.9% | 4.02% | -0.1% |
| Q2 2017 | $10,946,000 | +4.9% | 123,140 | +4.1% | 4.02% | +0.1% |
| Q1 2017 | $10,432,000 | +5.4% | 118,244 | +2.2% | 4.02% | -1.7% |
| Q4 2016 | $9,896,000 | +5.7% | 115,662 | +4.2% | 4.09% | -0.7% |
| Q3 2016 | $9,361,000 | +3.5% | 110,970 | +3.0% | 4.12% | -3.1% |
| Q2 2016 | $9,043,000 | +5.7% | 107,760 | +0.7% | 4.25% | -0.2% |
| Q1 2016 | $8,553,000 | +9.6% | 107,009 | +0.9% | 4.26% | +4.6% |
| Q4 2015 | $7,806,000 | -1.9% | 106,098 | -3.8% | 4.07% | -7.3% |
| Q3 2015 | $7,956,000 | -9.4% | 110,249 | -4.3% | 4.39% | -3.5% |
| Q2 2015 | $8,778,000 | -3.3% | 115,175 | -0.8% | 4.55% | -3.4% |
| Q1 2015 | $9,076,000 | +2.6% | 116,064 | +3.4% | 4.71% | -2.4% |
| Q4 2014 | $8,849,000 | +11.8% | 112,301 | +6.3% | 4.82% | +7.0% |
| Q3 2014 | $7,918,000 | +0.2% | 105,660 | +2.4% | 4.50% | +1.6% |
| Q2 2014 | $7,903,000 | +7.0% | 103,191 | +2.8% | 4.43% | +2.1% |
| Q1 2014 | $7,385,000 | +12.6% | 100,373 | +11.2% | 4.34% | -0.3% |
| Q4 2013 | $6,556,000 | – | 90,277 | – | 4.35% | – |
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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% |