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 | $421,103 | -65.6% | 3,661 | -63.4% | 0.18% | -65.7% |
| Q2 2023 | $1,224,919 | +100633.5% | 9,993 | +1.7% | 0.51% | -8.1% |
| Q1 2023 | $1,216 | +55.7% | 9,826 | +57.3% | 0.56% | +46.4% |
| Q4 2022 | $781 | -99.6% | 6,245 | +259.7% | 0.38% | +144.5% |
| Q3 2022 | $194,000 | +94.0% | 1,736 | +105.2% | 0.16% | +278.0% |
| Q2 2022 | $100,000 | -7.4% | 846 | +0.2% | 0.04% | -2.4% |
| Q1 2022 | $108,000 | -5.3% | 844 | -4.7% | 0.04% | -16.0% |
| Q4 2021 | $114,000 | +9.6% | 886 | +0.3% | 0.05% | +4.2% |
| Q3 2021 | $104,000 | -24.1% | 883 | -21.4% | 0.05% | -27.3% |
| Q2 2021 | $137,000 | +45.7% | 1,124 | +41.2% | 0.07% | +53.5% |
| Q1 2021 | $94,000 | +27.0% | 796 | +14.0% | 0.04% | +26.5% |
| Q4 2020 | $74,000 | -20.4% | 698 | -30.8% | 0.03% | -34.6% |
| Q3 2020 | $93,000 | -24.4% | 1,009 | -25.0% | 0.05% | -31.6% |
| Q2 2020 | $123,000 | -52.0% | 1,345 | -43.5% | 0.08% | -54.2% |
| Q4 2019 | $256,000 | – | 2,381 | – | 0.17% | – |
Download | ||||||
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% |