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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $418,000 | -65.4% | 3,520 | -62.7% | 0.13% | -45.7% |
| Q1 2022 | $1,207,000 | -0.8% | 9,425 | 0.0% | 0.23% | +3.6% |
| Q4 2021 | $1,217,000 | +13.5% | 9,425 | +3.3% | 0.22% | +22.4% |
| Q3 2021 | $1,072,000 | +47.7% | 9,123 | +53.6% | 0.18% | +43.0% |
| Q2 2021 | $726,000 | +3.6% | 5,941 | -0.0% | 0.13% | -9.9% |
| Q1 2021 | $701,000 | +9.0% | 5,943 | -2.0% | 0.14% | 0.0% |
| Q4 2020 | $643,000 | +15.0% | 6,066 | +0.2% | 0.14% | -6.0% |
| Q3 2020 | $559,000 | -3.3% | 6,055 | -4.4% | 0.15% | -18.8% |
| Q2 2020 | $578,000 | +6.4% | 6,334 | -6.9% | 0.19% | -13.9% |
| Q1 2020 | $543,000 | -23.5% | 6,804 | +3.0% | 0.22% | -8.9% |
| Q4 2019 | $710,000 | +2.6% | 6,603 | -2.1% | 0.24% | -8.1% |
| Q3 2019 | $692,000 | +1.8% | 6,747 | +0.1% | 0.26% | -1.9% |
| Q2 2019 | $680,000 | +12.8% | 6,740 | +11.1% | 0.26% | +3.5% |
| Q1 2019 | $603,000 | +99.0% | 6,069 | +79.5% | 0.25% | +75.2% |
| Q4 2018 | $303,000 | -4.4% | 3,382 | +4.6% | 0.14% | +5.1% |
| Q3 2018 | $317,000 | +5.7% | 3,232 | 0.0% | 0.14% | -4.2% |
| Q2 2018 | $300,000 | +1.7% | 3,232 | 0.0% | 0.14% | -7.7% |
| Q1 2018 | $295,000 | -4.2% | 3,232 | -1.0% | 0.16% | -6.0% |
| Q4 2017 | $308,000 | +18.9% | 3,265 | +15.2% | 0.17% | +12.9% |
| Q3 2017 | $259,000 | – | 2,834 | – | 0.15% | – |
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% |