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 | $258,773 | -6.2% | 2,250 | 0.0% | 0.13% | -3.0% |
| Q2 2023 | $275,805 | -0.9% | 2,250 | 0.0% | 0.14% | -5.6% |
| Q1 2023 | $278,348 | -1.1% | 2,250 | 0.0% | 0.14% | -2.1% |
| Q4 2022 | $281,498 | +5.0% | 2,250 | -6.3% | 0.15% | -3.9% |
| Q3 2022 | $268,000 | -7.3% | 2,401 | +0.0% | 0.15% | -2.6% |
| Q2 2022 | $289,000 | -10.5% | 2,400 | -4.9% | 0.16% | 0.0% |
| Q1 2022 | $323,000 | +4.2% | 2,524 | +5.3% | 0.16% | +6.1% |
| Q4 2021 | $310,000 | +9.9% | 2,398 | +0.0% | 0.15% | -3.9% |
| Q3 2021 | $282,000 | -3.8% | 2,397 | +0.0% | 0.15% | 0.0% |
| Q2 2021 | $293,000 | +3.5% | 2,396 | +0.0% | 0.15% | -3.8% |
| Q1 2021 | $283,000 | +2.9% | 2,395 | -7.7% | 0.16% | -6.5% |
| Q4 2020 | $275,000 | – | 2,594 | – | 0.17% | – |
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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% |