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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,563,000 | -52.9% | 72,142 | -49.2% | 5.74% | -47.9% |
| Q1 2022 | $18,196,000 | +92.4% | 142,034 | +93.9% | 11.01% | +90.1% |
| Q4 2021 | $9,456,000 | +19.4% | 73,235 | +8.7% | 5.79% | +10.7% |
| Q3 2021 | $7,921,000 | +11.3% | 67,383 | +15.8% | 5.23% | +4.7% |
| Q2 2021 | $7,116,000 | -17.0% | 58,198 | -19.8% | 5.00% | -16.4% |
| Q1 2021 | $8,569,000 | +6.3% | 72,598 | -4.6% | 5.97% | -0.2% |
| Q4 2020 | $8,061,000 | +33.0% | 76,101 | +16.0% | 5.99% | +15.6% |
| Q3 2020 | $6,063,000 | -4.7% | 65,616 | -5.9% | 5.18% | -9.2% |
| Q2 2020 | $6,359,000 | +2957.2% | 69,723 | +3339.7% | 5.70% | +2948.7% |
| Q3 2019 | $208,000 | – | 2,027 | – | 0.19% | – |
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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% |