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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $538,000 | +1.9% | 4,198 | +2.6% | 0.10% | +15.4% |
| Q4 2021 | $528,000 | -38.6% | 4,090 | -49.6% | 0.09% | -63.5% |
| Q4 2020 | $860,000 | -48.8% | 8,119 | -55.4% | 0.25% | -55.7% |
| Q3 2020 | $1,681,000 | -7.5% | 18,194 | -8.7% | 0.56% | +20.3% |
| Q2 2020 | $1,818,000 | +5409.1% | 19,936 | +4774.3% | 0.47% | +3013.3% |
| Q1 2020 | $33,000 | -98.5% | 409 | -98.2% | 0.02% | -98.0% |
| Q3 2019 | $2,270,000 | -6.7% | 22,128 | -8.3% | 0.75% | -3.0% |
| Q2 2019 | $2,433,000 | +7.5% | 24,124 | +6.0% | 0.77% | +2.1% |
| Q1 2019 | $2,263,000 | – | 22,765 | – | 0.76% | – |
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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% |