SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,591,853 | -2.1% | 13,841 | +4.4% | 0.42% | +1.5% |
| Q2 2023 | $1,625,411 | +7.3% | 13,260 | +8.3% | 0.41% | +4.3% |
| Q1 2023 | $1,514,458 | +11.2% | 12,242 | +12.5% | 0.39% | +6.8% |
| Q4 2022 | $1,361,572 | +31.6% | 10,883 | +17.3% | 0.37% | +16.1% |
| Q3 2022 | $1,035,000 | +21.2% | 9,279 | +29.0% | 0.32% | +23.3% |
| Q2 2022 | $854,000 | +49.8% | 7,194 | +61.6% | 0.26% | +59.6% |
| Q1 2022 | $570,000 | +5081.8% | 4,451 | +4099.1% | 0.16% | +3925.0% |
| Q4 2020 | $11,000 | +10.0% | 106 | +1.0% | 0.00% | -20.0% |
| Q3 2020 | $10,000 | +11.1% | 105 | +1.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 104 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 103 | +1.0% | 0.01% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 102 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 101 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | – | 100 | – | 0.01% | – |
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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% |