SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,566 | -6.0% | 3,970 | +0.2% | 0.14% | -4.2% |
| Q2 2023 | $485,641 | +7.6% | 3,962 | +8.5% | 0.14% | +1.4% |
| Q1 2023 | $451,546 | -0.8% | 3,650 | +0.4% | 0.14% | -17.9% |
| Q4 2022 | $455,038 | +12.9% | 3,637 | +0.5% | 0.17% | +4.2% |
| Q3 2022 | $403,000 | -5.6% | 3,618 | +0.4% | 0.17% | -8.8% |
| Q2 2022 | $427,000 | -18.8% | 3,602 | -12.2% | 0.18% | 0.0% |
| Q1 2022 | $526,000 | -11.1% | 4,102 | -10.5% | 0.18% | -12.5% |
| Q4 2021 | $592,000 | -23.4% | 4,583 | -30.3% | 0.21% | -32.9% |
| Q3 2021 | $773,000 | +6.6% | 6,579 | +11.0% | 0.31% | +0.6% |
| Q2 2021 | $725,000 | +4.0% | 5,928 | +0.4% | 0.31% | -9.1% |
| Q1 2021 | $697,000 | +121.3% | 5,906 | +98.6% | 0.34% | +79.4% |
| Q4 2020 | $315,000 | +28.6% | 2,974 | +12.2% | 0.19% | +4.4% |
| Q3 2020 | $245,000 | -17.5% | 2,651 | -18.6% | 0.18% | -14.2% |
| Q2 2020 | $297,000 | +4.9% | 3,257 | -8.3% | 0.21% | +1.4% |
| Q1 2020 | $283,000 | -30.6% | 3,553 | -6.4% | 0.21% | -30.4% |
| Q4 2019 | $408,000 | – | 3,795 | – | 0.30% | – |
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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% |