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 | $54,630 | -6.2% | 475 | 0.0% | 0.04% | +6.1% |
| Q2 2023 | $58,226 | -0.9% | 475 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $58,762 | -1.1% | 475 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $59,427 | +12.1% | 475 | 0.0% | 0.04% | +9.4% |
| Q3 2022 | $53,000 | -5.4% | 475 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $56,000 | -8.2% | 475 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $61,000 | 0.0% | 475 | 0.0% | 0.03% | +6.9% |
| Q4 2021 | $61,000 | +8.9% | 475 | 0.0% | 0.03% | -6.5% |
| Q3 2021 | $56,000 | -3.4% | 475 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $58,000 | +3.6% | 475 | 0.0% | 0.03% | -3.1% |
| Q1 2021 | $56,000 | +12.0% | 475 | 0.0% | 0.03% | +14.3% |
| Q4 2020 | $50,000 | +13.6% | 475 | 0.0% | 0.03% | +3.7% |
| Q3 2020 | $44,000 | +2.3% | 475 | 0.0% | 0.03% | -3.6% |
| Q2 2020 | $43,000 | -23.2% | 475 | -32.1% | 0.03% | -33.3% |
| Q1 2020 | $56,000 | -25.3% | 700 | 0.0% | 0.04% | -10.6% |
| Q4 2019 | $75,000 | +4.2% | 700 | 0.0% | 0.05% | -4.1% |
| Q3 2019 | $72,000 | +1.4% | 700 | 0.0% | 0.05% | +2.1% |
| Q2 2019 | $71,000 | +1.4% | 700 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $70,000 | +29.6% | 700 | +16.7% | 0.05% | +11.1% |
| Q4 2018 | $54,000 | -8.5% | 600 | 0.0% | 0.04% | +12.5% |
| Q3 2018 | $59,000 | +5.4% | 600 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $56,000 | +1.8% | 600 | 0.0% | 0.04% | +7.9% |
| Q1 2018 | $55,000 | -3.5% | 600 | 0.0% | 0.04% | +2.7% |
| Q4 2017 | $57,000 | +3.6% | 600 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $55,000 | +3.8% | 600 | 0.0% | 0.04% | +2.8% |
| Q2 2017 | $53,000 | 0.0% | 600 | -0.2% | 0.04% | -5.3% |
| Q1 2017 | $53,000 | +3.9% | 601 | +0.2% | 0.04% | 0.0% |
| Q4 2016 | $51,000 | 0.0% | 600 | 0.0% | 0.04% | 0.0% |
| Q3 2016 | $51,000 | +2.0% | 600 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $50,000 | +4.2% | 600 | 0.0% | 0.04% | -5.1% |
| Q1 2016 | $48,000 | +9.1% | 600 | 0.0% | 0.04% | +8.3% |
| Q4 2015 | $44,000 | +300.0% | 600 | +300.0% | 0.04% | +260.0% |
| Q3 2015 | $11,000 | – | 150 | – | 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% |