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 | $503,528 | -21.1% | 4,378 | -15.9% | 0.32% | -23.0% |
| Q2 2023 | $638,320 | -1.2% | 5,207 | +0.0% | 0.41% | -3.5% |
| Q1 2023 | $646,164 | -17.7% | 5,206 | -17.0% | 0.43% | -16.6% |
| Q4 2022 | $784,990 | +79.6% | 6,274 | +59.9% | 0.51% | +82.6% |
| Q3 2022 | $437,000 | +283.3% | 3,923 | +309.9% | 0.28% | +301.4% |
| Q2 2022 | $114,000 | -6.6% | 957 | +0.1% | 0.07% | +6.1% |
| Q1 2022 | $122,000 | -19.2% | 956 | -18.0% | 0.07% | -15.4% |
| Q4 2021 | $151,000 | +10.2% | 1,166 | +0.1% | 0.08% | +1.3% |
| Q3 2021 | $137,000 | -6.2% | 1,165 | -2.6% | 0.08% | -9.4% |
| Q2 2021 | $146,000 | +6.6% | 1,196 | +2.8% | 0.08% | 0.0% |
| Q1 2021 | $137,000 | +11.4% | 1,163 | +0.2% | 0.08% | +6.2% |
| Q4 2020 | $123,000 | -0.8% | 1,161 | -13.4% | 0.08% | -7.0% |
| Q3 2020 | $124,000 | +17.0% | 1,341 | +15.8% | 0.09% | +14.7% |
| Q2 2020 | $106,000 | +15.2% | 1,158 | +0.1% | 0.08% | +13.6% |
| Q1 2020 | $92,000 | -30.8% | 1,157 | -6.5% | 0.07% | -22.4% |
| Q4 2019 | $133,000 | – | 1,237 | – | 0.08% | – |
Download | ||||||
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% |