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 | $1,161,601 | -6.6% | 10,100 | -0.4% | 1.07% | -0.6% |
Q2 2023 | $1,243,329 | -2.4% | 10,143 | -1.5% | 1.08% | +1.4% |
Q1 2023 | $1,274,460 | -3.1% | 10,302 | -2.0% | 1.06% | -1.5% |
Q4 2022 | $1,315,782 | +12.8% | 10,517 | +0.5% | 1.08% | +30.8% |
Q3 2022 | $1,166,000 | -12.4% | 10,462 | +0.6% | 0.82% | +13.8% |
Q1 2022 | $1,331,000 | -1.3% | 10,397 | -0.4% | 0.72% | +2.0% |
Q4 2021 | $1,348,000 | +10.2% | 10,441 | +0.3% | 0.71% | +3.9% |
Q3 2021 | $1,223,000 | -4.8% | 10,411 | -1.0% | 0.68% | -3.3% |
Q2 2021 | $1,285,000 | +3.5% | 10,511 | -0.0% | 0.71% | -2.5% |
Q1 2021 | $1,241,000 | +10.6% | 10,516 | -0.8% | 0.72% | +3.7% |
Q4 2020 | $1,122,000 | +15.2% | 10,601 | +0.5% | 0.70% | +0.7% |
Q3 2020 | $974,000 | -2.6% | 10,551 | -3.8% | 0.69% | -15.1% |
Q2 2020 | $1,000,000 | +16.7% | 10,971 | +2.2% | 0.82% | -9.3% |
Q1 2020 | $857,000 | -28.5% | 10,736 | -3.6% | 0.90% | -9.9% |
Q4 2019 | $1,198,000 | – | 11,140 | – | 1.00% | – |
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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% |