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 | $1,182,143 | -7.2% | 10,271 | -1.2% | 0.16% | -5.3% |
| Q2 2023 | $1,274,488 | -3.0% | 10,397 | -2.1% | 0.17% | -10.0% |
| Q1 2023 | $1,314,291 | -45.4% | 10,624 | -44.8% | 0.19% | -23.7% |
| Q4 2022 | $2,408,396 | +122.4% | 19,250 | +98.2% | 0.25% | +6.9% |
| Q3 2022 | $1,083,000 | -8.2% | 9,710 | -2.3% | 0.23% | +119.8% |
| Q2 2022 | $1,180,000 | -2.2% | 9,941 | +5.6% | 0.11% | -51.4% |
| Q1 2022 | $1,206,000 | -3.4% | 9,412 | -2.7% | 0.22% | 0.0% |
| Q4 2021 | $1,249,000 | +7.2% | 9,672 | -2.4% | 0.22% | +5.3% |
| Q3 2021 | $1,165,000 | -0.1% | 9,911 | +3.9% | 0.21% | -4.2% |
| Q2 2021 | $1,166,000 | -40.4% | 9,535 | -45.4% | 0.22% | +20.0% |
| Q1 2021 | $1,957,000 | +112.0% | 17,474 | +100.5% | 0.18% | +7.1% |
| Q4 2020 | $923,000 | +42.9% | 8,717 | +24.8% | 0.17% | +4.3% |
| Q3 2020 | $646,000 | +1.9% | 6,986 | +0.4% | 0.16% | +5.9% |
| Q2 2020 | $634,000 | +17.4% | 6,955 | +2.8% | 0.15% | -7.9% |
| Q1 2020 | $540,000 | – | 6,764 | – | 0.16% | – |
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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% |