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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,888,000 | +8.3% | 14,625 | -1.4% | 0.87% | +4.2% |
| Q3 2021 | $1,744,000 | -3.2% | 14,839 | +0.7% | 0.84% | -3.2% |
| Q2 2021 | $1,802,000 | -0.8% | 14,740 | -4.2% | 0.87% | +3.6% |
| Q1 2021 | $1,816,000 | +7.6% | 15,386 | -3.4% | 0.84% | +3.2% |
| Q4 2020 | $1,688,000 | -3.5% | 15,935 | -15.9% | 0.81% | +6.9% |
| Q3 2020 | $1,750,000 | -4.8% | 18,941 | -6.1% | 0.76% | -4.5% |
| Q2 2020 | $1,839,000 | +14.9% | 20,162 | +0.7% | 0.79% | +0.3% |
| Q1 2020 | $1,600,000 | -25.3% | 20,031 | +0.8% | 0.79% | -10.6% |
| Q4 2019 | $2,141,000 | +4.5% | 19,871 | -0.5% | 0.89% | -0.2% |
| Q3 2019 | $2,049,000 | -1.2% | 19,975 | -2.8% | 0.89% | -2.7% |
| Q2 2019 | $2,074,000 | -6.1% | 20,556 | -7.5% | 0.91% | -12.5% |
| Q1 2019 | $2,209,000 | +7.7% | 22,218 | -3.0% | 1.04% | +0.5% |
| Q4 2018 | $2,051,000 | -40.0% | 22,908 | -34.8% | 1.04% | -36.0% |
| Q3 2018 | $3,419,000 | +5.3% | 35,124 | +0.3% | 1.62% | +2.3% |
| Q2 2018 | $3,246,000 | +0.7% | 35,014 | -0.9% | 1.59% | -4.1% |
| Q1 2018 | $3,223,000 | -10.1% | 35,341 | -6.9% | 1.66% | -10.5% |
| Q4 2017 | $3,585,000 | +2.1% | 37,948 | -1.3% | 1.85% | -4.5% |
| Q3 2017 | $3,510,000 | +3.1% | 38,436 | +0.3% | 1.94% | -11.0% |
| Q2 2017 | $3,405,000 | -3.5% | 38,310 | -4.3% | 2.18% | -8.2% |
| Q1 2017 | $3,529,000 | +10.6% | 40,037 | +7.4% | 2.37% | -5.9% |
| Q4 2016 | $3,190,000 | -3.7% | 37,279 | -5.1% | 2.52% | -8.5% |
| Q3 2016 | $3,313,000 | +0.5% | 39,274 | -0.1% | 2.76% | -3.6% |
| Q2 2016 | $3,298,000 | +5.6% | 39,302 | +0.5% | 2.86% | +0.9% |
| Q1 2016 | $3,124,000 | +7.2% | 39,090 | -1.3% | 2.83% | +0.9% |
| Q4 2015 | $2,913,000 | +5.4% | 39,590 | +3.3% | 2.81% | +0.7% |
| Q3 2015 | $2,765,000 | -5.3% | 38,317 | +0.0% | 2.79% | -0.9% |
| Q2 2015 | $2,919,000 | – | 38,301 | – | 2.82% | – |
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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% |