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 2022 | $2,713,544 | +26.4% | 21,689 | +12.7% | 0.69% | +24.2% |
| Q3 2022 | $2,147,000 | -6.0% | 19,252 | +0.1% | 0.55% | -7.2% |
| Q2 2022 | $2,283,000 | -2.8% | 19,236 | +4.9% | 0.60% | +15.9% |
| Q1 2022 | $2,348,000 | +0.9% | 18,329 | +1.7% | 0.52% | -1.3% |
| Q4 2021 | $2,327,000 | +10.0% | 18,024 | +0.1% | 0.52% | -1.9% |
| Q3 2021 | $2,116,000 | -3.8% | 18,005 | +0.1% | 0.53% | -7.3% |
| Q2 2021 | $2,200,000 | +3.6% | 17,989 | -0.1% | 0.57% | -8.6% |
| Q1 2021 | $2,124,000 | +15.7% | 17,999 | +3.9% | 0.63% | +2.1% |
| Q4 2020 | $1,835,000 | +14.8% | 17,320 | +0.1% | 0.62% | -8.3% |
| Q3 2020 | $1,598,000 | +1.5% | 17,296 | +0.2% | 0.67% | -6.8% |
| Q2 2020 | $1,574,000 | +10.8% | 17,262 | -3.0% | 0.72% | -17.6% |
| Q1 2020 | $1,421,000 | -26.6% | 17,798 | -1.1% | 0.87% | -1.5% |
| Q4 2019 | $1,936,000 | +5.6% | 17,995 | +0.7% | 0.89% | -4.0% |
| Q3 2019 | $1,833,000 | +4.4% | 17,863 | +2.7% | 0.92% | +18.5% |
| Q2 2019 | $1,755,000 | +1.6% | 17,399 | +0.1% | 0.78% | -2.1% |
| Q1 2019 | $1,728,000 | +10.3% | 17,385 | -0.6% | 0.80% | -3.9% |
| Q4 2018 | $1,566,000 | -8.4% | 17,494 | +0.1% | 0.83% | +5.9% |
| Q3 2018 | $1,710,000 | +2.7% | 17,482 | -2.7% | 0.78% | +7.3% |
| Q2 2018 | $1,665,000 | +1.6% | 17,959 | +0.1% | 0.73% | -3.3% |
| Q1 2018 | $1,639,000 | +3.0% | 17,944 | +2.5% | 0.76% | -1.8% |
| Q4 2017 | $1,592,000 | -12.3% | 17,511 | -11.9% | 0.77% | -18.3% |
| Q3 2017 | $1,815,000 | -1.7% | 19,877 | -3.6% | 0.94% | -4.0% |
| Q2 2017 | $1,846,000 | +1.9% | 20,615 | +0.5% | 0.98% | +3.5% |
| Q1 2017 | $1,811,000 | +164.4% | 20,505 | +156.5% | 0.95% | +134.4% |
| Q4 2016 | $685,000 | – | 7,993 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |