SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,111 | +2.2% | 1,852 | +3.3% | 0.06% | +1.7% |
| Q4 2022 | $224,197 | -56.8% | 1,792 | -59.4% | 0.06% | -47.8% |
| Q3 2021 | $519,000 | +7.9% | 4,414 | +12.2% | 0.12% | +0.9% |
| Q2 2021 | $481,000 | +37.8% | 3,934 | +19.1% | 0.11% | +20.0% |
| Q4 2020 | $349,000 | +23.3% | 3,303 | +7.8% | 0.10% | +26.7% |
| Q3 2020 | $283,000 | +22.5% | 3,063 | +20.7% | 0.08% | +17.2% |
| Q2 2020 | $231,000 | -22.2% | 2,538 | -8.2% | 0.06% | -17.9% |
| Q4 2019 | $297,000 | – | 2,765 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |