SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $53,000 | +103.8% | 500 | +107.5% | 0.01% | +33.3% |
| Q4 2019 | $26,000 | +44.4% | 241 | +20.5% | 0.01% | +20.0% |
| Q4 2018 | $18,000 | -92.9% | 200 | -92.2% | 0.01% | -91.9% |
| Q3 2018 | $252,000 | +5.4% | 2,576 | 0.0% | 0.06% | -4.6% |
| Q2 2018 | $239,000 | +1.7% | 2,576 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $235,000 | -3.3% | 2,576 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $243,000 | -30.2% | 2,576 | -32.4% | 0.06% | -31.9% |
| Q3 2017 | $348,000 | +2.7% | 3,812 | 0.0% | 0.09% | -2.1% |
| Q2 2017 | $339,000 | +0.9% | 3,812 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $336,000 | +3.1% | 3,812 | 0.0% | 0.10% | -4.9% |
| Q4 2016 | $326,000 | +1.2% | 3,812 | 0.0% | 0.10% | -6.4% |
| Q3 2016 | $322,000 | +49.1% | 3,812 | +48.0% | 0.11% | +45.3% |
| Q2 2016 | $216,000 | – | 2,576 | – | 0.08% | – |
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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% |