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 | $521,260 | +15.6% | 4,532 | +23.2% | 0.02% | +5.6% |
| Q2 2023 | $450,853 | +14.4% | 3,678 | +15.5% | 0.02% | +5.9% |
| Q1 2023 | $393,979 | -8.7% | 3,185 | -7.6% | 0.02% | -10.5% |
| Q4 2022 | $431,313 | +7.3% | 3,447 | -4.4% | 0.02% | 0.0% |
| Q3 2022 | $402,000 | -16.4% | 3,607 | -10.9% | 0.02% | -17.4% |
| Q2 2022 | $481,000 | -17.1% | 4,050 | -9.8% | 0.02% | -4.2% |
| Q4 2021 | $580,000 | +12.6% | 4,490 | +2.4% | 0.02% | 0.0% |
| Q3 2021 | $515,000 | -8.4% | 4,385 | -4.1% | 0.02% | -14.3% |
| Q2 2021 | $562,000 | -72.3% | 4,571 | -73.2% | 0.03% | -75.7% |
| Q1 2021 | $2,027,000 | -48.1% | 17,074 | -53.7% | 0.12% | -59.4% |
| Q4 2020 | $3,907,000 | +19.7% | 36,881 | +4.4% | 0.28% | -3.1% |
| Q3 2020 | $3,263,000 | +354.5% | 35,315 | +348.6% | 0.29% | +305.6% |
| Q2 2020 | $718,000 | -57.4% | 7,873 | -62.8% | 0.07% | -68.3% |
| Q1 2020 | $1,685,000 | -13.4% | 21,190 | +16.5% | 0.23% | -7.0% |
| Q4 2019 | $1,945,000 | +24.3% | 18,183 | +19.2% | 0.24% | -0.8% |
| Q3 2019 | $1,565,000 | +3.5% | 15,249 | +1.7% | 0.25% | -3.1% |
| Q2 2019 | $1,512,000 | -26.8% | 14,988 | -27.9% | 0.25% | -19.1% |
| Q1 2019 | $2,066,000 | +23.2% | 20,786 | +11.0% | 0.31% | -14.2% |
| Q4 2018 | $1,677,000 | -1.7% | 18,734 | +7.5% | 0.37% | +5.8% |
| Q3 2018 | $1,706,000 | +2.6% | 17,423 | -2.9% | 0.35% | -12.8% |
| Q2 2018 | $1,663,000 | -6.9% | 17,943 | -8.4% | 0.40% | -10.6% |
| Q1 2018 | $1,787,000 | +11.5% | 19,590 | +15.6% | 0.44% | -22.4% |
| Q4 2017 | $1,602,000 | +6.8% | 16,953 | +3.2% | 0.57% | -13.3% |
| Q3 2017 | $1,500,000 | +32.5% | 16,420 | +28.9% | 0.66% | +13.2% |
| Q2 2017 | $1,132,000 | +14.6% | 12,738 | +13.6% | 0.58% | -0.5% |
| Q1 2017 | $988,000 | – | 11,209 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |