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 | $796 | -52.9% | 6,919 | -50.1% | 0.06% | +35.7% |
Q2 2023 | $1,691 | +96.4% | 13,872 | +99.4% | 0.04% | 0.0% |
Q1 2023 | $861 | -3.5% | 6,958 | -2.4% | 0.04% | -14.3% |
Q4 2022 | $892 | -99.9% | 7,130 | +8.3% | 0.05% | +11.4% |
Q3 2022 | $734,000 | +6.1% | 6,581 | +12.9% | 0.04% | +18.9% |
Q2 2022 | $692,000 | +2.4% | 5,831 | +10.5% | 0.04% | +5.7% |
Q1 2022 | $676,000 | -5.5% | 5,277 | -4.7% | 0.04% | 0.0% |
Q4 2021 | $715,000 | +6.7% | 5,537 | -2.8% | 0.04% | -10.3% |
Q3 2021 | $670,000 | -8.0% | 5,697 | -4.3% | 0.04% | -13.3% |
Q2 2021 | $728,000 | +0.6% | 5,951 | -2.9% | 0.04% | -18.2% |
Q1 2021 | $724,000 | +8.1% | 6,131 | -3.1% | 0.06% | 0.0% |
Q4 2020 | $670,000 | +79.1% | 6,325 | +56.2% | 0.06% | +5.8% |
Q3 2020 | $374,000 | +3.3% | 4,048 | +2.2% | 0.05% | -7.1% |
Q2 2020 | $362,000 | – | 3,962 | – | 0.06% | – |
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% |