SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $562,995 | +73.8% | 4,500 | +26.8% | 0.16% | +32.5% |
| Q2 2020 | $324,000 | -3.3% | 3,550 | -15.3% | 0.12% | -19.1% |
| Q1 2020 | $335,000 | -25.7% | 4,193 | 0.0% | 0.15% | +8.6% |
| Q4 2019 | $451,000 | +4.9% | 4,193 | 0.0% | 0.14% | -4.8% |
| Q3 2019 | $430,000 | +12.6% | 4,193 | +10.8% | 0.15% | +5.0% |
| Q2 2019 | $382,000 | +59.8% | 3,786 | +57.8% | 0.14% | +55.6% |
| Q1 2019 | $239,000 | +2.6% | 2,400 | -7.7% | 0.09% | -14.3% |
| Q4 2018 | $233,000 | -8.6% | 2,600 | 0.0% | 0.10% | +6.1% |
| Q3 2018 | $255,000 | – | 2,600 | – | 0.10% | – |
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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% |