SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397 | -29.2% | 3,454 | -24.5% | 0.08% | -25.0% |
| Q2 2023 | $561 | -9.1% | 4,573 | -8.3% | 0.11% | -13.6% |
| Q1 2023 | $617 | +40.5% | 4,988 | +42.3% | 0.12% | +11.6% |
| Q4 2022 | $439 | -99.9% | 3,506 | 0.0% | 0.11% | -4.3% |
| Q3 2022 | $391,000 | -1.8% | 3,506 | +4.5% | 0.12% | +3.5% |
| Q2 2022 | $398,000 | -57.5% | 3,356 | -54.1% | 0.11% | -53.7% |
| Q1 2022 | $936,000 | -0.7% | 7,305 | 0.0% | 0.24% | -15.0% |
| Q4 2021 | $943,000 | +9.8% | 7,305 | 0.0% | 0.29% | -0.3% |
| Q3 2021 | $859,000 | -15.6% | 7,305 | -12.3% | 0.29% | -18.2% |
| Q2 2021 | $1,018,000 | +3.6% | 8,325 | 0.0% | 0.35% | -6.6% |
| Q1 2021 | $983,000 | +9.5% | 8,325 | -1.9% | 0.38% | +2.7% |
| Q4 2020 | $898,000 | +7.2% | 8,482 | -6.5% | 0.37% | -4.4% |
| Q3 2020 | $838,000 | -7.4% | 9,072 | -8.6% | 0.38% | -18.6% |
| Q2 2020 | $905,000 | -11.9% | 9,924 | -22.8% | 0.47% | -29.9% |
| Q1 2020 | $1,027,000 | – | 12,854 | – | 0.67% | – |
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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% |