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 | $59,576 | -6.2% | 518 | 0.0% | 0.03% | -9.7% |
Q2 2023 | $63,497 | -0.9% | 518 | 0.0% | 0.03% | -13.9% |
Q1 2023 | $64,083 | -22.4% | 518 | -21.5% | 0.04% | -26.5% |
Q4 2022 | $82,573 | +11.6% | 660 | 0.0% | 0.05% | +6.5% |
Q3 2022 | $74,000 | -5.1% | 660 | 0.0% | 0.05% | -2.1% |
Q2 2022 | $78,000 | -8.2% | 660 | 0.0% | 0.05% | +2.2% |
Q1 2022 | $85,000 | -12.4% | 660 | -12.6% | 0.05% | -23.3% |
Q4 2021 | $97,000 | +9.0% | 755 | 0.0% | 0.06% | -15.5% |
Q3 2021 | $89,000 | -8.2% | 755 | -4.4% | 0.07% | -9.0% |
Q2 2021 | $97,000 | +26.0% | 790 | +8.2% | 0.08% | +5.4% |
Q4 2020 | $77,000 | – | 730 | – | 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% |