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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $136,407 | -0.9% | 1,113 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $137,665 | -1.1% | 1,113 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $139,222 | +12.3% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $124,000 | -6.1% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $132,000 | -7.7% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $143,000 | -0.7% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $144,000 | +9.9% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $131,000 | -3.7% | 1,113 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $136,000 | +3.8% | 1,113 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $131,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $118,000 | +14.6% | 1,113 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $103,000 | +2.0% | 1,113 | 0.0% | 0.02% | -5.9% |
| Q2 2020 | $101,000 | +13.5% | 1,113 | 0.0% | 0.02% | -5.6% |
| Q1 2020 | $89,000 | -25.8% | 1,113 | 0.0% | 0.02% | -14.3% |
| Q4 2019 | $120,000 | +5.3% | 1,113 | 0.0% | 0.02% | -8.7% |
| Q3 2019 | $114,000 | +1.8% | 1,113 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $112,000 | +0.9% | 1,113 | 0.0% | 0.02% | -4.3% |
| Q1 2019 | $111,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $100,000 | -8.3% | 1,113 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $109,000 | +3.8% | 1,113 | -1.9% | 0.02% | 0.0% |
| Q2 2018 | $105,000 | – | 1,135 | – | 0.02% | – |
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% |