SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,577 | -11.4% | 1,953 | -5.6% | 0.12% | -9.7% |
| Q2 2023 | $253,455 | +4.9% | 2,068 | +5.9% | 0.13% | -7.6% |
| Q1 2023 | $241,565 | +13.5% | 1,953 | +14.8% | 0.14% | +48.0% |
| Q4 2022 | $212,771 | +5.3% | 1,701 | 0.0% | 0.10% | -29.0% |
| Q2 2022 | $202,000 | -7.3% | 1,701 | 0.0% | 0.14% | +8.7% |
| Q1 2022 | $218,000 | -0.9% | 1,701 | 0.0% | 0.13% | +3.3% |
| Q4 2021 | $220,000 | +5.8% | 1,701 | 0.0% | 0.12% | -3.9% |
| Q2 2021 | $208,000 | 0.0% | 1,701 | -3.7% | 0.13% | -3.8% |
| Q1 2021 | $208,000 | +7.2% | 1,766 | -3.5% | 0.13% | -3.6% |
| Q4 2020 | $194,000 | +2.1% | 1,831 | -10.8% | 0.14% | -7.4% |
| Q3 2020 | $190,000 | +0.5% | 2,052 | -1.1% | 0.15% | -2.0% |
| Q2 2020 | $189,000 | -13.7% | 2,074 | -24.4% | 0.15% | -24.8% |
| Q1 2020 | $219,000 | -26.0% | 2,745 | -0.2% | 0.20% | -11.0% |
| Q4 2019 | $296,000 | – | 2,750 | – | 0.23% | – |
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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% |