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 | $188,386 | +4.3% | 1,638 | +11.2% | 0.14% | +7.9% |
| Q2 2023 | $180,560 | -0.9% | 1,473 | 0.0% | 0.13% | -7.4% |
| Q1 2023 | $182,225 | +11.1% | 1,473 | 0.0% | 0.14% | -9.9% |
| Q3 2022 | $164,000 | -6.3% | 1,473 | 0.0% | 0.15% | -13.2% |
| Q2 2022 | $175,000 | -7.4% | 1,473 | 0.0% | 0.17% | +14.5% |
| Q1 2022 | $189,000 | -0.5% | 1,473 | 0.0% | 0.15% | +6.3% |
| Q4 2021 | $190,000 | +9.8% | 1,473 | 0.0% | 0.14% | +3.6% |
| Q3 2021 | $173,000 | -3.9% | 1,473 | 0.0% | 0.14% | -1.4% |
| Q2 2021 | $180,000 | +3.4% | 1,473 | 0.0% | 0.14% | -3.4% |
| Q1 2021 | $174,000 | +11.5% | 1,473 | 0.0% | 0.14% | +0.7% |
| Q4 2020 | $156,000 | +44.4% | 1,473 | +46.9% | 0.14% | +29.7% |
| Q4 2019 | $108,000 | – | 1,003 | – | 0.11% | – |
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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% |