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 | $1,465,500 | -8.0% | 12,742 | -2.0% | 0.57% | -4.2% |
| Q2 2023 | $1,593,693 | -2.7% | 13,001 | -1.8% | 0.60% | -9.5% |
| Q1 2023 | $1,638,658 | -3.1% | 13,246 | -2.0% | 0.66% | -11.9% |
| Q4 2022 | $1,690,238 | +11.1% | 13,510 | -0.9% | 0.75% | +27.3% |
| Q3 2022 | $1,521,000 | -6.7% | 13,639 | -0.7% | 0.59% | -19.8% |
| Q2 2022 | $1,631,000 | -8.0% | 13,742 | -0.7% | 0.74% | -1.1% |
| Q1 2022 | $1,772,000 | -1.1% | 13,833 | -0.3% | 0.74% | +1.9% |
| Q4 2021 | $1,791,000 | +11.0% | 13,876 | +1.0% | 0.73% | -1.2% |
| Q3 2021 | $1,614,000 | -3.8% | 13,737 | +0.1% | 0.74% | -4.4% |
| Q2 2021 | $1,677,000 | +7.4% | 13,718 | +3.7% | 0.77% | +6.3% |
| Q1 2021 | $1,561,000 | +8.0% | 13,230 | -4.4% | 0.73% | +12.0% |
| Q4 2020 | $1,446,000 | +15.3% | 13,838 | +1.9% | 0.65% | 0.0% |
| Q3 2020 | $1,254,000 | -8.3% | 13,575 | -9.5% | 0.65% | -11.5% |
| Q2 2020 | $1,368,000 | +3.2% | 15,002 | -9.7% | 0.73% | -28.1% |
| Q1 2020 | $1,326,000 | -29.2% | 16,607 | -4.7% | 1.02% | -7.8% |
| Q4 2019 | $1,874,000 | +2.2% | 17,422 | -2.5% | 1.10% | -7.3% |
| Q3 2019 | $1,834,000 | -1.8% | 17,877 | -3.5% | 1.19% | -0.2% |
| Q2 2019 | $1,868,000 | -0.1% | 18,517 | -1.5% | 1.19% | -3.7% |
| Q1 2019 | $1,870,000 | +8.3% | 18,807 | -2.5% | 1.24% | +0.1% |
| Q4 2018 | $1,727,000 | -11.3% | 19,299 | -2.2% | 1.24% | +1.7% |
| Q3 2018 | $1,946,000 | -1.5% | 19,741 | -8.9% | 1.22% | -12.6% |
| Q1 2018 | $1,976,000 | -13.5% | 21,669 | -10.4% | 1.39% | -10.8% |
| Q4 2017 | $2,285,000 | +1.5% | 24,187 | -1.9% | 1.56% | -3.0% |
| Q3 2017 | $2,251,000 | +1.7% | 24,643 | -0.9% | 1.61% | +8.6% |
| Q2 2017 | $2,214,000 | – | 24,860 | – | 1.48% | – |
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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% |