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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $568 | -99.9% | 4,538 | -2.9% | 0.02% | 0.0% |
Q3 2022 | $521,000 | -6.1% | 4,672 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $555,000 | -9.2% | 4,672 | -2.1% | 0.02% | +7.1% |
Q1 2022 | $611,000 | -0.8% | 4,772 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $616,000 | +17.6% | 4,772 | +7.1% | 0.01% | +8.3% |
Q3 2021 | $524,000 | +4.6% | 4,457 | +8.8% | 0.01% | 0.0% |
Q2 2021 | $501,000 | +104.5% | 4,097 | +97.2% | 0.01% | +100.0% |
Q1 2021 | $245,000 | +11.4% | 2,078 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $220,000 | -0.5% | 2,078 | +1.1% | 0.01% | -14.3% |
Q4 2019 | $221,000 | +4.7% | 2,055 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $211,000 | +1.9% | 2,055 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $207,000 | +1.5% | 2,055 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $204,000 | +1.5% | 2,055 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $201,000 | – | 2,055 | – | 0.01% | – |
Download |
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% |