SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,998 | +2.3% | 80 | -5.9% | 0.00% | -20.0% |
| Q3 2023 | $9,776 | -33.5% | 85 | -29.2% | 0.01% | -28.6% |
| Q2 2023 | $14,710 | -8.5% | 120 | -7.7% | 0.01% | -22.2% |
| Q1 2023 | $16,082 | +16479.4% | 130 | -83.2% | 0.01% | -85.7% |
| Q4 2022 | $97 | -99.9% | 773 | -27.9% | 0.06% | -26.7% |
| Q3 2022 | $120,000 | +1100.0% | 1,072 | +1257.0% | 0.09% | +1620.0% |
| Q1 2022 | $10,000 | 0.0% | 79 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $10,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 79 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $7,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | -36.4% | 79 | -21.0% | 0.01% | -33.3% |
| Q4 2019 | $11,000 | +10.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | -47.4% |
| Q4 2018 | $9,000 | -10.0% | 100 | 0.0% | 0.02% | +171.4% |
| Q3 2018 | $10,000 | +11.1% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | +14.3% |
| Q3 2017 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | – | 100 | – | 0.01% | – |
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% |