SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,365,885 | +1.2% | 11,876 | +7.9% | 0.64% | +4.7% |
| Q2 2023 | $1,349,488 | +7.2% | 11,009 | +8.2% | 0.61% | +0.7% |
| Q1 2023 | $1,258,865 | +3.2% | 10,176 | +4.4% | 0.61% | -2.6% |
| Q4 2022 | $1,219,417 | +16.8% | 9,747 | +4.1% | 0.62% | +7.2% |
| Q3 2022 | $1,044,000 | -3.7% | 9,366 | +2.6% | 0.58% | +1.0% |
| Q2 2022 | $1,084,000 | -1.3% | 9,131 | +6.6% | 0.58% | +14.5% |
| Q1 2022 | $1,098,000 | +0.2% | 8,568 | +0.9% | 0.50% | +5.4% |
| Q4 2021 | $1,096,000 | +11.2% | 8,491 | +1.2% | 0.48% | 0.0% |
| Q3 2021 | $986,000 | -3.8% | 8,390 | +0.1% | 0.48% | -3.4% |
| Q2 2021 | $1,025,000 | +2.7% | 8,385 | -0.9% | 0.50% | -3.9% |
| Q1 2021 | $998,000 | +9.8% | 8,458 | -1.5% | 0.52% | +8.2% |
| Q4 2020 | $909,000 | +16.1% | 8,583 | +1.3% | 0.48% | +5.3% |
| Q3 2020 | $783,000 | -0.6% | 8,476 | -1.9% | 0.45% | -11.7% |
| Q2 2020 | $788,000 | +13.7% | 8,644 | -0.5% | 0.51% | -6.7% |
| Q1 2020 | $693,000 | -24.1% | 8,688 | +2.4% | 0.55% | +6.8% |
| Q4 2019 | $913,000 | +9.9% | 8,488 | +4.8% | 0.51% | -6.5% |
| Q3 2019 | $831,000 | +9.2% | 8,102 | +7.4% | 0.55% | +6.0% |
| Q2 2019 | $761,000 | +17.3% | 7,547 | +15.6% | 0.52% | +10.9% |
| Q1 2019 | $649,000 | +22.2% | 6,531 | +10.1% | 0.47% | +5.2% |
| Q4 2018 | $531,000 | – | 5,931 | – | 0.44% | – |
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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% |