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 | $1,637 | -5.8% | 14,231 | +0.3% | 0.26% | -2.6% |
| Q2 2023 | $1,738 | -3.9% | 14,182 | -3.0% | 0.27% | -13.0% |
| Q1 2023 | $1,809 | -99.9% | 14,622 | 0.0% | 0.31% | -7.0% |
| Q4 2022 | $1,829,358 | +13.8% | 14,622 | +1.5% | 0.33% | +8.6% |
| Q3 2022 | $1,607,000 | -8.2% | 14,412 | -2.2% | 0.30% | +4.5% |
| Q2 2022 | $1,750,000 | -4.7% | 14,742 | +2.8% | 0.29% | +13.2% |
| Q1 2022 | $1,837,000 | +23.5% | 14,342 | +24.5% | 0.26% | +28.5% |
| Q4 2021 | $1,487,000 | +21.0% | 11,520 | +10.2% | 0.20% | +9.3% |
| Q3 2021 | $1,229,000 | -3.9% | 10,458 | 0.0% | 0.18% | -4.7% |
| Q2 2021 | $1,279,000 | +3.3% | 10,458 | -0.3% | 0.19% | -6.3% |
| Q1 2021 | $1,238,000 | +6.4% | 10,489 | -4.5% | 0.20% | -1.4% |
| Q4 2020 | $1,163,000 | -3.0% | 10,983 | -15.3% | 0.21% | -18.4% |
| Q3 2020 | $1,199,000 | -2.9% | 12,972 | -4.2% | 0.26% | -9.6% |
| Q2 2020 | $1,235,000 | -11.0% | 13,546 | -22.1% | 0.28% | -23.6% |
| Q1 2020 | $1,388,000 | -26.9% | 17,384 | -1.6% | 0.37% | -8.7% |
| Q4 2019 | $1,900,000 | -2.7% | 17,661 | -7.2% | 0.40% | -10.6% |
| Q3 2019 | $1,952,000 | +1.1% | 19,030 | -0.5% | 0.45% | -4.4% |
| Q2 2019 | $1,930,000 | -6.1% | 19,129 | -7.5% | 0.47% | -20.0% |
| Q1 2019 | $2,055,000 | +8.4% | 20,673 | -2.4% | 0.59% | -5.0% |
| Q4 2018 | $1,895,000 | -7.8% | 21,172 | +0.9% | 0.62% | +2.6% |
| Q3 2018 | $2,055,000 | +1.6% | 20,981 | -3.9% | 0.61% | -4.6% |
| Q2 2018 | $2,023,000 | -8.4% | 21,825 | -9.9% | 0.64% | -11.3% |
| Q1 2018 | $2,209,000 | -2.0% | 24,221 | +1.5% | 0.72% | -6.9% |
| Q4 2017 | $2,255,000 | +12.9% | 23,862 | +9.1% | 0.77% | +3.6% |
| Q3 2017 | $1,998,000 | +2.8% | 21,872 | +0.0% | 0.74% | -4.3% |
| Q2 2017 | $1,944,000 | -2.5% | 21,871 | -3.3% | 0.78% | -4.8% |
| Q1 2017 | $1,993,000 | +3.9% | 22,615 | +0.9% | 0.81% | -9.5% |
| Q4 2016 | $1,918,000 | – | 22,421 | – | 0.90% | – |
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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% |