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 | $5,092,607 | -3.5% | 44,617 | +2.5% | 2.92% | -0.5% |
| Q2 2023 | $5,276,514 | -1.9% | 43,550 | +0.1% | 2.93% | -3.8% |
| Q1 2023 | $5,380,289 | -5.9% | 43,491 | -3.2% | 3.05% | -8.6% |
| Q4 2022 | $5,716,234 | +8.5% | 44,907 | -3.4% | 3.33% | +2.0% |
| Q3 2022 | $5,266,000 | -6.3% | 46,479 | -1.5% | 3.27% | -0.2% |
| Q2 2022 | $5,618,000 | -8.5% | 47,191 | -0.6% | 3.27% | +0.8% |
| Q1 2022 | $6,143,000 | +6.4% | 47,480 | +3.1% | 3.25% | -0.6% |
| Q4 2021 | $5,771,000 | +0.5% | 46,065 | -0.6% | 3.27% | +4.1% |
| Q3 2021 | $5,744,000 | -0.4% | 46,359 | -1.7% | 3.14% | -6.7% |
| Q2 2021 | $5,769,000 | +2.0% | 47,178 | +0.3% | 3.36% | -2.9% |
| Q1 2021 | $5,654,000 | +5.7% | 47,025 | -3.4% | 3.47% | +2.5% |
| Q4 2020 | $5,347,000 | +11.8% | 48,698 | -0.0% | 3.38% | +1.0% |
| Q3 2020 | $4,784,000 | +3.4% | 48,701 | -0.8% | 3.35% | -9.6% |
| Q2 2020 | $4,625,000 | +2.7% | 49,106 | -7.2% | 3.70% | -9.5% |
| Q1 2020 | $4,505,000 | -7.7% | 52,915 | +16.8% | 4.09% | -3.0% |
| Q4 2019 | $4,881,000 | – | 45,304 | – | 4.22% | – |
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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% |