SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,344 | -10.4% | 5,463 | -4.5% | 0.03% | -6.5% |
| Q2 2023 | $701,129 | -23.3% | 5,720 | -22.6% | 0.03% | -20.5% |
| Q1 2023 | $914,099 | -3.9% | 7,389 | -2.9% | 0.04% | -13.3% |
| Q4 2022 | $951,559 | +22.6% | 7,606 | +9.2% | 0.04% | +2.3% |
| Q3 2022 | $776,000 | -5.6% | 6,964 | +0.6% | 0.04% | -12.0% |
| Q2 2022 | $822,000 | +47.6% | 6,924 | +59.1% | 0.05% | +47.1% |
| Q1 2022 | $557,000 | -17.5% | 4,351 | -16.8% | 0.03% | -15.0% |
| Q4 2021 | $675,000 | -66.0% | 5,227 | -69.0% | 0.04% | -69.2% |
| Q3 2021 | $1,983,000 | -9.0% | 16,871 | -5.3% | 0.13% | -11.0% |
| Q2 2021 | $2,178,000 | +7.5% | 17,812 | +3.8% | 0.15% | -0.7% |
| Q1 2021 | $2,026,000 | +21.1% | 17,166 | +8.7% | 0.15% | -1.3% |
| Q4 2020 | $1,673,000 | +18.6% | 15,796 | +3.4% | 0.15% | -3.9% |
| Q3 2020 | $1,411,000 | +2.1% | 15,271 | +0.8% | 0.16% | -9.9% |
| Q2 2020 | $1,382,000 | +14.7% | 15,149 | +0.4% | 0.17% | -2.8% |
| Q1 2020 | $1,205,000 | +71.4% | 15,087 | +131.0% | 0.18% | +98.9% |
| Q4 2019 | $703,000 | +15.1% | 6,531 | +9.6% | 0.09% | 0.0% |
| Q3 2019 | $611,000 | -11.1% | 5,957 | -12.6% | 0.09% | -18.3% |
| Q2 2019 | $687,000 | +27.5% | 6,814 | +25.7% | 0.11% | +18.5% |
| Q1 2019 | $539,000 | +15.7% | 5,421 | +4.1% | 0.09% | +2.2% |
| Q4 2018 | $466,000 | -11.7% | 5,206 | -3.5% | 0.09% | -7.2% |
| Q3 2018 | $528,000 | +15.3% | 5,395 | +9.2% | 0.10% | +7.8% |
| Q2 2018 | $458,000 | +8.5% | 4,939 | +6.9% | 0.09% | -5.3% |
| Q1 2018 | $422,000 | +9.9% | 4,622 | +13.8% | 0.10% | -4.0% |
| Q4 2017 | $384,000 | +36.2% | 4,063 | +31.4% | 0.10% | +17.9% |
| Q3 2017 | $282,000 | +1242.9% | 3,091 | +1204.2% | 0.08% | +740.0% |
| Q2 2017 | $21,000 | -34.4% | 237 | -35.6% | 0.01% | -41.2% |
| Q1 2017 | $32,000 | +3.2% | 368 | +0.5% | 0.02% | -5.6% |
| Q4 2016 | $31,000 | +3.3% | 366 | +1.7% | 0.02% | -5.3% |
| Q3 2016 | $30,000 | 0.0% | 360 | +0.6% | 0.02% | -9.5% |
| Q2 2016 | $30,000 | – | 358 | – | 0.02% | – |
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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% |