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 2020 | $863,000 | -2.9% | 9,350 | -4.2% | 0.40% | +8.4% |
| Q2 2020 | $889,000 | +18.1% | 9,755 | +3.4% | 0.37% | -3.1% |
| Q1 2020 | $753,000 | -26.0% | 9,431 | -0.4% | 0.38% | -8.2% |
| Q4 2019 | $1,018,000 | +3.4% | 9,471 | -1.3% | 0.42% | -3.5% |
| Q3 2019 | $985,000 | +1.8% | 9,596 | 0.0% | 0.43% | +0.2% |
| Q2 2019 | $968,000 | +17.3% | 9,596 | +15.7% | 0.43% | +14.0% |
| Q1 2019 | $825,000 | +11.0% | 8,296 | 0.0% | 0.38% | -3.1% |
| Q4 2018 | $743,000 | -7.0% | 8,296 | +1.6% | 0.39% | +1.8% |
| Q3 2018 | $799,000 | +6.1% | 8,166 | +0.5% | 0.38% | +1.6% |
| Q2 2018 | $753,000 | +1.6% | 8,126 | 0.0% | 0.38% | -0.5% |
| Q1 2018 | $741,000 | – | 8,126 | – | 0.38% | – |
Download | ||||||
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% |