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 | $103,048 | -6.2% | 896 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $109,832 | +8.9% | 896 | +9.9% | 0.03% | +3.6% |
| Q1 2023 | $100,824 | -1.1% | 815 | 0.0% | 0.03% | -6.7% |
| Q4 2022 | $101,965 | +12.0% | 815 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $91,000 | -15.7% | 815 | -10.8% | 0.03% | -14.3% |
| Q2 2022 | $108,000 | -7.7% | 914 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $117,000 | -0.8% | 914 | 0.0% | 0.04% | -2.6% |
| Q4 2021 | $118,000 | +9.3% | 914 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $108,000 | -3.6% | 914 | 0.0% | 0.04% | -5.0% |
| Q2 2021 | $112,000 | +3.7% | 914 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $108,000 | +11.3% | 914 | 0.0% | 0.04% | +2.5% |
| Q4 2020 | $97,000 | 0.0% | 914 | -12.9% | 0.04% | -11.1% |
| Q3 2020 | $97,000 | +2.1% | 1,049 | +1.3% | 0.04% | -2.2% |
| Q2 2020 | $95,000 | +14.5% | 1,036 | 0.0% | 0.05% | -16.4% |
| Q1 2020 | $83,000 | -25.9% | 1,036 | 0.0% | 0.06% | -24.7% |
| Q4 2019 | $112,000 | – | 1,036 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |