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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,319 | -1.1% | 237 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29,649 | +14.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 237 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | +250.0% | 238 | +197.5% | 0.00% | +300.0% |
| Q4 2020 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 80 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -57.9% | 80 | -57.9% | 0.00% | -50.0% |
| Q2 2019 | $19,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +5.6% | 190 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $18,000 | +5.9% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | -5.6% | 190 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | +80.0% | 190 | +72.7% | 0.00% | +100.0% |
| Q3 2017 | $10,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $10,000 | +11.1% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | – | 110 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |