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 | $463 | -6.1% | 4,029 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $493 | -1.0% | 4,029 | 0.0% | 0.02% | +4.2% |
| Q1 2023 | $498 | -8.6% | 4,029 | -17.6% | 0.02% | -29.4% |
| Q4 2022 | $545 | -99.9% | 4,889 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $545,000 | -41.2% | 4,889 | -37.4% | 0.03% | -34.6% |
| Q2 2022 | $927,000 | -12.3% | 7,816 | -5.3% | 0.05% | -3.7% |
| Q1 2022 | $1,057,000 | -0.8% | 8,253 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $1,065,000 | +8.5% | 8,253 | -1.2% | 0.05% | -7.0% |
| Q3 2021 | $982,000 | +244.6% | 8,355 | +170.1% | 0.06% | +137.5% |
| Q3 2020 | $285,000 | +1.1% | 3,093 | 0.0% | 0.02% | -4.0% |
| Q2 2020 | $282,000 | +17.0% | 3,093 | +37.8% | 0.02% | +19.0% |
| Q4 2019 | $241,000 | +4.8% | 2,245 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $230,000 | +1.8% | 2,245 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $226,000 | +1.3% | 2,245 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $223,000 | +11.5% | 2,245 | 0.0% | 0.02% | -13.8% |
| Q4 2018 | $200,000 | -8.7% | 2,245 | 0.0% | 0.03% | -32.6% |
| Q3 2018 | $219,000 | +5.3% | 2,245 | 0.0% | 0.04% | -4.4% |
| Q2 2018 | $208,000 | +2.0% | 2,245 | 0.0% | 0.04% | -2.2% |
| Q1 2018 | $204,000 | -3.8% | 2,245 | 0.0% | 0.05% | -8.0% |
| Q4 2017 | $212,000 | +3.4% | 2,245 | 0.0% | 0.05% | -12.3% |
| Q3 2017 | $205,000 | – | 2,245 | – | 0.06% | – |
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% |