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 2023 | $212,678 | -5.5% | 1,849 | +0.7% | 0.01% | -8.3% |
| Q2 2023 | $225,172 | -0.2% | 1,837 | +0.7% | 0.01% | -7.7% |
| Q1 2023 | $225,719 | -0.5% | 1,825 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $226,913 | +12.9% | 1,814 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $201,000 | -19.0% | 1,801 | -13.8% | 0.01% | -18.8% |
| Q2 2022 | $248,000 | -6.8% | 2,089 | +0.5% | 0.02% | -5.9% |
| Q1 2022 | $266,000 | -0.4% | 2,078 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $267,000 | +7.2% | 2,067 | -2.5% | 0.02% | 0.0% |
| Q3 2021 | $249,000 | -10.4% | 2,120 | -6.7% | 0.02% | -22.7% |
| Q2 2021 | $278,000 | -0.4% | 2,272 | -3.8% | 0.02% | -63.9% |
| Q1 2021 | $279,000 | +12.0% | 2,361 | +0.5% | 0.06% | 0.0% |
| Q4 2020 | $249,000 | +18.0% | 2,349 | +2.7% | 0.06% | -4.7% |
| Q3 2020 | $211,000 | +1.4% | 2,288 | +0.6% | 0.06% | +1.6% |
| Q2 2020 | $208,000 | -14.4% | 2,275 | +0.6% | 0.06% | -14.9% |
| Q4 2019 | $243,000 | +20.9% | 2,262 | +15.2% | 0.07% | -3.9% |
| Q3 2019 | $201,000 | – | 1,964 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |