SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,723,437 | -8.8% | 23,680 | -2.8% | 1.55% | -12.0% |
| Q2 2023 | $2,985,436 | -2.6% | 24,355 | -1.7% | 1.76% | -3.0% |
| Q1 2023 | $3,065,534 | -2.1% | 24,780 | -1.0% | 1.82% | -2.9% |
| Q4 2022 | $3,131,503 | +12.2% | 25,030 | 0.0% | 1.87% | +5.7% |
| Q3 2022 | $2,791,000 | -6.1% | 25,030 | 0.0% | 1.77% | -1.8% |
| Q2 2022 | $2,971,000 | -7.4% | 25,030 | 0.0% | 1.80% | +1.5% |
| Q1 2022 | $3,207,000 | -6.6% | 25,030 | -5.8% | 1.78% | -3.8% |
| Q4 2021 | $3,432,000 | +1.3% | 26,580 | -7.8% | 1.85% | -8.2% |
| Q3 2021 | $3,389,000 | +7.2% | 28,830 | +11.5% | 2.01% | +5.0% |
| Q2 2021 | $3,161,000 | +2.4% | 25,851 | -1.1% | 1.91% | +1.7% |
| Q1 2021 | $3,087,000 | +8.9% | 26,151 | -2.2% | 1.88% | -0.7% |
| Q4 2020 | $2,834,000 | +14.6% | 26,751 | 0.0% | 1.90% | +7.8% |
| Q3 2020 | $2,472,000 | +7.3% | 26,751 | +5.9% | 1.76% | -11.8% |
| Q2 2020 | $2,303,000 | +12.8% | 25,251 | -1.2% | 1.99% | -2.0% |
| Q1 2020 | $2,041,000 | -30.4% | 25,551 | -6.2% | 2.04% | -16.6% |
| Q4 2019 | $2,931,000 | +4.8% | 27,251 | 0.0% | 2.44% | +1.4% |
| Q3 2019 | $2,796,000 | +1.7% | 27,251 | 0.0% | 2.40% | +3.8% |
| Q2 2019 | $2,749,000 | +1.5% | 27,251 | 0.0% | 2.32% | -2.5% |
| Q1 2019 | $2,709,000 | +7.1% | 27,251 | -3.5% | 2.38% | +1.2% |
| Q4 2018 | $2,529,000 | – | 28,251 | – | 2.35% | – |
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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% |