TIAA, FSB - SPDR SERIES TRUST ownership

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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%.

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Quarter-by-quarter ownership
TIAA, FSB ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q2 2023$1,269,438
-4.3%
10,356
-3.4%
0.01%0.0%
Q1 2023$1,326,790
+10.4%
10,725
+11.6%
0.01%0.0%
Q4 2022$1,201,807
+4.5%
9,606
-6.9%
0.01%0.0%
Q3 2022$1,150,000
-6.4%
10,314
-0.4%
0.01%0.0%
Q2 2022$1,229,000
-18.3%
10,358
-11.8%
0.01%0.0%
Q1 2022$1,504,000
-9.3%
11,738
-8.6%
0.01%0.0%
Q4 2021$1,659,000
-1.0%
12,849
-9.8%
0.01%
-16.7%
Q3 2021$1,675,000
+18.8%
14,247
+23.6%
0.01%
+20.0%
Q2 2021$1,410,000
+2.9%
11,530
-0.6%
0.01%0.0%
Q1 2021$1,370,000
+7.9%
11,604
-3.2%
0.01%0.0%
Q4 2020$1,270,000
-4.8%
11,989
-10.7%
0.01%
-54.5%
Q1 2019$1,334,000
+20.7%
13,420
+8.7%
0.01%
+266.7%
Q4 2018$1,105,000
-37.6%
12,344
-31.8%
0.00%
-66.7%
Q3 2018$1,772,000
+60.2%
18,096
+51.6%
0.01%
+50.0%
Q2 2018$1,106,000
-2.1%
11,936
-3.7%
0.01%0.0%
Q1 2018$1,130,000
+7.6%
12,392
+11.5%
0.01%0.0%
Q4 2017$1,050,000
+0.2%
11,112
-3.2%
0.01%0.0%
Q3 2017$1,048,000
+4.8%
11,476
+2.0%
0.01%
-14.3%
Q2 2017$1,000,000–11,251–0.01%–
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Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders