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 | $2,134,042 | -6.6% | 18,555 | -0.4% | 0.64% | -6.7% |
| Q2 2023 | $2,284,189 | -1.8% | 18,634 | -0.9% | 0.69% | -6.9% |
| Q1 2023 | $2,325,163 | -0.5% | 18,795 | +0.6% | 0.74% | -5.9% |
| Q4 2022 | $2,336,521 | +11.6% | 18,676 | -0.5% | 0.78% | +0.4% |
| Q3 2022 | $2,093,000 | -8.4% | 18,775 | -2.5% | 0.78% | -3.7% |
| Q2 2022 | $2,286,000 | -8.6% | 19,260 | -1.3% | 0.81% | +4.0% |
| Q1 2022 | $2,500,000 | -4.0% | 19,516 | -3.2% | 0.78% | -2.3% |
| Q4 2021 | $2,603,000 | +7.1% | 20,158 | -2.5% | 0.80% | -4.6% |
| Q3 2021 | $2,431,000 | -9.6% | 20,679 | -6.0% | 0.84% | -11.0% |
| Q2 2021 | $2,689,000 | -0.7% | 21,989 | -4.2% | 0.94% | -9.5% |
| Q1 2021 | $2,708,000 | -10.9% | 22,943 | -20.0% | 1.04% | -20.6% |
| Q4 2020 | $3,038,000 | +11.2% | 28,687 | -4.3% | 1.30% | -7.5% |
| Q3 2020 | $2,733,000 | 0.0% | 29,975 | 0.0% | 1.41% | 0.0% |
| Q2 2020 | $2,733,000 | +12.0% | 29,975 | -1.9% | 1.41% | -30.9% |
| Q1 2020 | $2,441,000 | -51.6% | 30,569 | -34.8% | 2.04% | -34.5% |
| Q4 2019 | $5,039,000 | +1.6% | 46,852 | -3.1% | 3.12% | -7.8% |
| Q3 2019 | $4,959,000 | -19.9% | 48,337 | -21.3% | 3.38% | -32.4% |
| Q2 2019 | $6,193,000 | -6.8% | 61,396 | -8.2% | 5.00% | -11.4% |
| Q1 2019 | $6,648,000 | -9.0% | 66,880 | -18.1% | 5.65% | -18.3% |
| Q4 2018 | $7,307,000 | – | 81,635 | – | 6.91% | – |
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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% |