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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $267,000 | -7.3% | 2,250 | 0.0% | 0.11% | +10.3% |
| Q1 2022 | $288,000 | -1.0% | 2,250 | 0.0% | 0.10% | -2.0% |
| Q4 2021 | $291,000 | +9.8% | 2,250 | -0.1% | 0.10% | +2.1% |
| Q3 2021 | $265,000 | -3.6% | 2,252 | +0.1% | 0.10% | -3.0% |
| Q2 2021 | $275,000 | +3.4% | 2,250 | 0.0% | 0.10% | -9.1% |
| Q1 2021 | $266,000 | +11.8% | 2,250 | 0.0% | 0.11% | -3.5% |
| Q4 2020 | $238,000 | +14.4% | 2,250 | 0.0% | 0.11% | -3.4% |
| Q3 2020 | $208,000 | +2.5% | 2,250 | 0.0% | 0.12% | -10.6% |
| Q2 2020 | $203,000 | -27.5% | 2,250 | -35.7% | 0.13% | -44.3% |
| Q1 2020 | $280,000 | -25.5% | 3,500 | 0.0% | 0.24% | -7.8% |
| Q4 2019 | $376,000 | +4.7% | 3,500 | 0.0% | 0.26% | -9.8% |
| Q3 2019 | $359,000 | +1.7% | 3,500 | 0.0% | 0.28% | -2.1% |
| Q2 2019 | $353,000 | +1.4% | 3,500 | 0.0% | 0.29% | -2.7% |
| Q1 2019 | $348,000 | +11.2% | 3,500 | 0.0% | 0.30% | -11.3% |
| Q4 2018 | $313,000 | – | 3,500 | – | 0.34% | – |
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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% |