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 | $206,952 | -20.8% | 1,799 | -15.5% | 0.07% | +4.8% |
| Q2 2023 | $261,149 | -12.9% | 2,130 | -12.1% | 0.06% | -19.2% |
| Q1 2023 | $299,942 | -1.4% | 2,423 | -1.9% | 0.08% | -11.4% |
| Q4 2022 | $304,128 | +16.5% | 2,470 | +10.5% | 0.09% | +14.3% |
| Q3 2022 | $261,000 | -11.2% | 2,235 | -9.5% | 0.08% | -9.4% |
| Q2 2022 | $294,000 | -46.9% | 2,470 | +203.4% | 0.08% | +844.4% |
| Q3 2020 | $554,000 | -50.8% | 814 | -94.6% | 0.01% | -98.6% |
| Q4 2018 | $1,126,000 | – | 15,144 | – | 0.65% | – |
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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% |