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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,505 | -6.8% | 2,404 | -0.6% | 0.06% | -6.7% |
| Q2 2023 | $296,550 | -8.9% | 2,419 | -8.1% | 0.06% | -16.7% |
| Q1 2023 | $325,613 | -50.0% | 2,632 | -49.5% | 0.07% | -54.4% |
| Q4 2022 | $651,772 | +13.7% | 5,210 | +1.3% | 0.16% | -5.4% |
| Q3 2022 | $573,000 | +29.3% | 5,143 | +37.8% | 0.17% | +26.5% |
| Q2 2022 | $443,000 | -6.9% | 3,733 | +0.4% | 0.13% | +3.1% |
| Q1 2022 | $476,000 | +1.5% | 3,718 | +2.5% | 0.13% | +13.3% |
| Q4 2021 | $469,000 | -5.4% | 3,629 | -13.9% | 0.11% | -19.9% |
| Q3 2021 | $496,000 | -7.8% | 4,216 | -4.2% | 0.14% | -9.0% |
| Q2 2021 | $538,000 | -2.5% | 4,402 | -6.0% | 0.16% | -17.6% |
| Q1 2021 | $552,000 | -7.1% | 4,681 | -16.6% | 0.19% | -16.1% |
| Q4 2020 | $594,000 | -7.2% | 5,610 | -19.0% | 0.22% | -20.0% |
| Q3 2020 | $640,000 | -62.8% | 6,930 | -63.2% | 0.28% | -66.7% |
| Q2 2020 | $1,719,000 | -18.1% | 18,845 | -28.3% | 0.84% | -28.8% |
| Q1 2020 | $2,099,000 | +0.5% | 26,284 | +35.4% | 1.18% | +12.1% |
| Q4 2019 | $2,088,000 | +344.3% | 19,414 | +323.9% | 1.05% | +273.8% |
| Q3 2019 | $470,000 | +2.6% | 4,580 | +0.9% | 0.28% | +1.8% |
| Q2 2019 | $458,000 | -11.4% | 4,539 | -12.8% | 0.28% | -15.5% |
| Q1 2019 | $517,000 | +4.4% | 5,206 | -5.8% | 0.33% | -2.1% |
| Q4 2018 | $495,000 | -22.3% | 5,529 | -15.1% | 0.34% | -7.5% |
| Q3 2018 | $637,000 | +4.9% | 6,509 | -0.6% | 0.36% | +6.8% |
| Q2 2018 | $607,000 | +1.8% | 6,551 | +0.2% | 0.34% | -1.2% |
| Q1 2018 | $596,000 | +15.5% | 6,536 | +19.6% | 0.34% | +20.4% |
| Q4 2017 | $516,000 | -2.8% | 5,465 | -6.0% | 0.28% | -8.9% |
| Q3 2017 | $531,000 | +2.5% | 5,811 | -0.3% | 0.31% | -2.2% |
| Q2 2017 | $518,000 | -8.3% | 5,828 | -9.1% | 0.32% | -16.9% |
| Q1 2017 | $565,000 | – | 6,411 | – | 0.38% | – |
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% |