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 2022 | $9,739,857 | +191.2% | 77,851 | +159.5% | 0.80% | +166.9% |
| Q3 2022 | $3,345,000 | +1.4% | 29,999 | +7.9% | 0.30% | +4.9% |
| Q2 2022 | $3,298,000 | -5.2% | 27,790 | +2.3% | 0.28% | +5.2% |
| Q1 2022 | $3,480,000 | -3.8% | 27,161 | -3.1% | 0.27% | -0.7% |
| Q4 2021 | $3,619,000 | +8.9% | 28,031 | -0.8% | 0.27% | +0.7% |
| Q3 2021 | $3,323,000 | -7.2% | 28,268 | -3.4% | 0.27% | -7.2% |
| Q2 2021 | $3,579,000 | +4.3% | 29,267 | +0.6% | 0.29% | -3.3% |
| Q1 2021 | $3,432,000 | -48.8% | 29,081 | -51.5% | 0.30% | 0.0% |
| Q4 2020 | $6,704,000 | +123.6% | 59,969 | +84.8% | 0.30% | +0.3% |
| Q3 2020 | $2,998,000 | -7.3% | 32,451 | -8.5% | 0.30% | -13.3% |
| Q2 2020 | $3,234,000 | +15.0% | 35,458 | +0.7% | 0.35% | -4.1% |
| Q1 2020 | $2,812,000 | -35.9% | 35,213 | -13.7% | 0.36% | -25.5% |
| Q4 2019 | $4,387,000 | +2.5% | 40,782 | -2.3% | 0.49% | -5.8% |
| Q3 2019 | $4,281,000 | +3.2% | 41,725 | +1.5% | 0.52% | +4.7% |
| Q2 2019 | $4,148,000 | -1.4% | 41,119 | -2.9% | 0.49% | +1.2% |
| Q1 2019 | $4,209,000 | +8.3% | 42,339 | -2.5% | 0.49% | -3.2% |
| Q4 2018 | $3,886,000 | -10.5% | 43,412 | -2.1% | 0.50% | -2.3% |
| Q3 2018 | $4,343,000 | +3.2% | 44,352 | -2.3% | 0.52% | -1.2% |
| Q2 2018 | $4,207,000 | -7.2% | 45,378 | -8.7% | 0.52% | -7.8% |
| Q1 2018 | $4,535,000 | -14.3% | 49,719 | -11.2% | 0.56% | -10.5% |
| Q4 2017 | $5,290,000 | -3.2% | 55,992 | -6.4% | 0.63% | -7.1% |
| Q3 2017 | $5,464,000 | -24.5% | 59,825 | -26.5% | 0.68% | -26.4% |
| Q2 2017 | $7,236,000 | +0.8% | 81,406 | -0.1% | 0.92% | -0.9% |
| Q1 2017 | $7,182,000 | +25.4% | 81,487 | +21.8% | 0.93% | +5.3% |
| Q4 2016 | $5,725,000 | +42.6% | 66,911 | +40.6% | 0.88% | +46.2% |
| Q3 2016 | $4,015,000 | -2.8% | 47,594 | -3.3% | 0.60% | -5.8% |
| Q2 2016 | $4,130,000 | +1.1% | 49,217 | -3.7% | 0.64% | -2.6% |
| Q1 2016 | $4,087,000 | – | 51,133 | – | 0.66% | – |
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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% |