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 | $11,349,830 | -2.5% | 98,686 | +3.9% | 1.18% | +0.3% |
| Q2 2023 | $11,644,220 | +30.2% | 94,993 | +31.4% | 1.18% | +25.7% |
| Q1 2023 | $8,945,351 | +1.6% | 72,309 | +2.8% | 0.94% | -2.1% |
| Q4 2022 | $8,803,798 | -18.6% | 70,368 | -27.4% | 0.96% | -21.0% |
| Q3 2022 | $10,809,000 | -6.2% | 96,936 | +2.4% | 1.21% | +6.3% |
| Q2 2022 | $11,523,000 | -22.5% | 94,644 | -18.4% | 1.14% | -18.2% |
| Q1 2022 | $14,865,000 | -12.7% | 115,969 | -11.1% | 1.39% | -9.6% |
| Q4 2021 | $17,025,000 | +12.3% | 130,379 | +5.1% | 1.54% | +14.3% |
| Q3 2021 | $15,167,000 | -0.5% | 124,110 | -0.5% | 1.35% | -11.9% |
| Q2 2021 | $15,245,000 | +0.9% | 124,675 | -2.6% | 1.53% | -10.7% |
| Q1 2021 | $15,115,000 | +6.0% | 128,057 | -4.8% | 1.71% | -9.3% |
| Q4 2020 | $14,254,000 | +372.6% | 134,565 | +316.9% | 1.88% | +308.9% |
| Q3 2020 | $3,016,000 | -70.4% | 32,277 | -71.0% | 0.46% | -73.3% |
| Q2 2020 | $10,201,000 | +1634.9% | 111,112 | +1409.7% | 1.73% | +965.4% |
| Q1 2020 | $588,000 | – | 7,360 | – | 0.16% | – |
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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% |