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 | $2,233,149 | +92677.3% | 19,417 | -1.1% | 1.27% | -26.4% |
Q2 2023 | $2,407 | -99.9% | 19,637 | -6.7% | 1.72% | +10.0% |
Q1 2023 | $2,602,487 | -8.7% | 21,037 | -7.7% | 1.56% | -19.2% |
Q4 2022 | $2,850,631 | +10.3% | 22,785 | -1.7% | 1.94% | +7.9% |
Q3 2022 | $2,584,000 | -7.5% | 23,175 | +1.8% | 1.80% | +7.7% |
Q2 2022 | $2,795,000 | -2.1% | 22,775 | +2.2% | 1.67% | +25.9% |
Q1 2022 | $2,854,000 | -0.8% | 22,275 | 0.0% | 1.32% | +5.9% |
Q4 2021 | $2,876,000 | +9.9% | 22,275 | 0.0% | 1.25% | +31.6% |
Q3 2021 | $2,618,000 | -6.2% | 22,275 | -2.4% | 0.95% | -6.2% |
Q2 2021 | $2,791,000 | +9.2% | 22,825 | +5.3% | 1.01% | +1.9% |
Q1 2021 | $2,557,000 | +10.9% | 21,667 | -0.4% | 0.99% | +2.8% |
Q4 2020 | $2,305,000 | +13.4% | 21,757 | -1.0% | 0.97% | -8.2% |
Q3 2020 | $2,032,000 | -1.7% | 21,986 | -3.0% | 1.05% | -8.8% |
Q2 2020 | $2,067,000 | +13.6% | 22,666 | -0.4% | 1.16% | -48.8% |
Q1 2020 | $1,820,000 | -23.1% | 22,765 | +3.6% | 2.26% | +80.6% |
Q4 2019 | $2,367,000 | +4.6% | 21,974 | -0.3% | 1.25% | -17.1% |
Q3 2019 | $2,263,000 | +2.5% | 22,035 | +0.7% | 1.51% | +2.3% |
Q2 2019 | $2,207,000 | +1.4% | 21,885 | +0.0% | 1.47% | -5.6% |
Q1 2019 | $2,177,000 | +9.1% | 21,884 | -1.9% | 1.56% | +0.6% |
Q4 2018 | $1,996,000 | -12.6% | 22,307 | -4.3% | 1.55% | +1.7% |
Q3 2018 | $2,284,000 | +1.8% | 23,321 | -3.7% | 1.52% | -6.0% |
Q2 2018 | $2,244,000 | +4.1% | 24,216 | +2.3% | 1.62% | +3.0% |
Q1 2018 | $2,155,000 | – | 23,661 | – | 1.58% | – |
Download |
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% |