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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $71 | -1.4% | 570 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $72 | -99.9% | 570 | -0.9% | 0.03% | +3.1% |
| Q3 2022 | $66,000 | -2.9% | 575 | 0.0% | 0.03% | -3.0% |
| Q2 2022 | $68,000 | -8.1% | 575 | 0.0% | 0.03% | +6.5% |
| Q1 2022 | $74,000 | 0.0% | 575 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $74,000 | +8.8% | 575 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $68,000 | -2.9% | 575 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $70,000 | +2.9% | 575 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $68,000 | +11.5% | 575 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $61,000 | +15.1% | 575 | 0.0% | 0.03% | -2.9% |
| Q3 2020 | $53,000 | +1.9% | 575 | 0.0% | 0.03% | -8.1% |
| Q2 2020 | $52,000 | +13.0% | 575 | 0.0% | 0.04% | -2.6% |
| Q1 2020 | $46,000 | -25.8% | 575 | 0.0% | 0.04% | -17.4% |
| Q4 2019 | $62,000 | +5.1% | 575 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $59,000 | +1.7% | 575 | 0.0% | 0.05% | -4.2% |
| Q2 2019 | $58,000 | +1.8% | 575 | 0.0% | 0.05% | -4.0% |
| Q1 2019 | $57,000 | +11.8% | 575 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $51,000 | – | 575 | – | 0.05% | – |
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% |