SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 781 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $462,552 | -2.9% | 3,637 | +0.2% | 0.03% | -3.7% |
| Q1 2024 | $476,458 | +5.2% | 3,630 | +0.1% | 0.03% | -3.6% |
| Q4 2023 | $453,029 | +8.9% | 3,625 | +0.2% | 0.03% | 0.0% |
| Q3 2023 | $416,046 | -7.3% | 3,617 | -1.2% | 0.03% | -6.7% |
| Q2 2023 | $448,654 | -9.1% | 3,660 | -8.2% | 0.03% | -16.7% |
| Q1 2023 | $493,437 | -78.0% | 3,989 | -77.8% | 0.04% | -79.3% |
| Q4 2022 | $2,244,474 | +10.7% | 17,940 | -1.3% | 0.17% | +3.6% |
| Q3 2022 | $2,027,000 | +308.7% | 18,175 | +334.7% | 0.17% | +300.0% |
| Q2 2022 | $496,000 | +22.8% | 4,181 | +32.6% | 0.04% | +31.2% |
| Q1 2022 | $404,000 | -54.8% | 3,153 | -56.6% | 0.03% | -59.5% |
| Q4 2021 | $893,000 | +53.7% | 7,259 | +48.5% | 0.08% | +61.2% |
| Q3 2021 | $581,000 | -34.9% | 4,888 | -32.7% | 0.05% | -38.0% |
| Q2 2021 | $893,000 | +151.5% | 7,259 | +86.3% | 0.08% | +54.9% |
| Q2 2020 | $355,000 | – | 3,896 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |