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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,334 | -6.3% | 1,881 | -0.1% | 0.06% | -3.4% |
| Q2 2023 | $230,818 | -1.0% | 1,883 | -0.1% | 0.06% | -4.8% |
| Q1 2023 | $233,193 | +30.5% | 1,885 | +32.0% | 0.06% | +29.2% |
| Q4 2022 | $178,657 | +13.1% | 1,428 | +0.8% | 0.05% | +2.1% |
| Q3 2022 | $158,000 | -4.8% | 1,416 | +1.2% | 0.05% | -2.1% |
| Q2 2022 | $166,000 | -11.7% | 1,399 | -4.7% | 0.05% | +4.3% |
| Q1 2022 | $188,000 | +422.2% | 1,468 | +424.3% | 0.05% | +360.0% |
| Q4 2021 | $36,000 | +20.0% | 280 | +9.8% | 0.01% | +11.1% |
| Q3 2021 | $30,000 | -3.2% | 255 | -0.8% | 0.01% | -10.0% |
| Q2 2021 | $31,000 | +158.3% | 257 | +154.5% | 0.01% | +150.0% |
| Q1 2021 | $12,000 | +9.1% | 101 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | 0.0% | 101 | -12.2% | 0.00% | -33.3% |
| Q3 2020 | $11,000 | 0.0% | 115 | -2.5% | 0.01% | 0.0% |
| Q2 2020 | $11,000 | -8.3% | 118 | -22.9% | 0.01% | -14.3% |
| Q1 2020 | $12,000 | -47.8% | 153 | -28.5% | 0.01% | -41.7% |
| Q4 2019 | $23,000 | -11.5% | 214 | -15.7% | 0.01% | -20.0% |
| Q3 2019 | $26,000 | +36.8% | 254 | +31.6% | 0.02% | +36.4% |
| Q2 2019 | $19,000 | 0.0% | 193 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $19,000 | +11.8% | 193 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 193 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | -89.7% | 193 | -90.3% | 0.01% | -90.8% |
| Q2 2018 | $185,000 | +927.8% | 1,995 | +933.7% | 0.13% | +900.0% |
| Q1 2018 | $18,000 | 0.0% | 193 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $18,000 | – | 193 | – | 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% |