SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,057 | +94936.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $19 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $19 | -5.0% | 157 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $20 | -99.9% | 157 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $19,000 | -5.0% | 157 | 0.0% | 0.01% | +12.5% |
| Q1 2022 | $20,000 | 0.0% | 157 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $20,000 | +11.1% | 157 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | -5.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | 0.0% | 157 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $19,000 | +11.8% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $17,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +21.4% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $14,000 | -17.6% | 157 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $17,000 | +6.2% | 157 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $16,000 | 0.0% | 157 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 157 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | 0.0% | 157 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $14,000 | -6.7% | 157 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | -58.3% | 157 | -60.5% | 0.01% | -60.0% |
| Q1 2018 | $36,000 | -5.3% | 397 | 0.0% | 0.02% | -16.7% |
| Q4 2017 | $38,000 | – | 397 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |