SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,695 | -8.5% | 1,995 | -2.8% | 0.11% | -7.3% |
| Q2 2023 | $251,090 | -0.5% | 2,052 | +0.2% | 0.12% | -8.2% |
| Q1 2023 | $252,277 | -1.7% | 2,048 | +0.1% | 0.13% | -5.0% |
| Q4 2022 | $256,523 | +12.5% | 2,045 | +0.1% | 0.14% | -0.7% |
| Q3 2022 | $228,000 | -5.8% | 2,042 | +0.1% | 0.14% | -7.2% |
| Q2 2022 | $242,000 | -9.7% | 2,039 | -2.2% | 0.15% | +7.7% |
| Q1 2022 | $268,000 | 0.0% | 2,085 | +0.1% | 0.14% | +9.2% |
| Q4 2021 | $268,000 | +8.9% | 2,082 | +0.1% | 0.13% | +0.8% |
| Q3 2021 | $246,000 | -3.5% | 2,079 | -0.5% | 0.13% | +2.4% |
| Q2 2021 | $255,000 | -99.9% | 2,090 | +0.1% | 0.13% | +12.5% |
| Q1 2021 | $246,831,000 | +112095.9% | 2,087 | +0.1% | 0.11% | -6.7% |
| Q4 2020 | $220,000 | -99.9% | 2,084 | +1.5% | 0.12% | -0.8% |
| Q4 2019 | $220,834,000 | +74506.1% | 2,054 | -29.8% | 0.12% | -32.8% |
| Q3 2019 | $296,000 | -8.4% | 2,926 | -8.2% | 0.18% | -2.2% |
| Q2 2019 | $323,000 | +1.6% | 3,188 | +0.1% | 0.18% | +1.7% |
| Q1 2019 | $318,000 | +35.9% | 3,184 | +21.1% | 0.18% | +16.0% |
| Q4 2018 | $234,000 | – | 2,629 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |