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 | $216,334 | -40.2% | 1,881 | -36.3% | 0.07% | +1.4% |
| Q2 2023 | $361,734 | -0.9% | 2,951 | 0.0% | 0.07% | -5.3% |
| Q1 2023 | $365,068 | -1.1% | 2,951 | 0.0% | 0.08% | -5.1% |
| Q4 2022 | $369,200 | +12.2% | 2,951 | 0.0% | 0.08% | +2.6% |
| Q3 2022 | $329,000 | -6.0% | 2,951 | 0.0% | 0.08% | +8.5% |
| Q2 2022 | $350,000 | -7.4% | 2,951 | 0.0% | 0.07% | +12.7% |
| Q1 2022 | $378,000 | -0.8% | 2,951 | 0.0% | 0.06% | +3.3% |
| Q4 2021 | $381,000 | +9.8% | 2,951 | 0.0% | 0.06% | -31.5% |
| Q3 2021 | $347,000 | -20.0% | 2,951 | -16.9% | 0.09% | -20.5% |
| Q2 2021 | $434,000 | +24.7% | 3,551 | +20.3% | 0.11% | -5.9% |
| Q1 2021 | $348,000 | +11.2% | 2,951 | 0.0% | 0.12% | +80.3% |
| Q4 2020 | $313,000 | – | 2,951 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |