SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,844,530 | -6.1% | 16,038 | +0.1% | 0.24% | -2.0% |
Q2 2023 | $1,964,099 | -0.9% | 16,023 | 0.0% | 0.24% | -6.5% |
Q1 2023 | $1,982,205 | -2.3% | 16,023 | -1.2% | 0.26% | -8.1% |
Q4 2022 | $2,029,660 | +12.2% | 16,223 | 0.0% | 0.28% | -2.7% |
Q3 2022 | $1,809,000 | -6.1% | 16,223 | 0.0% | 0.29% | -2.3% |
Q2 2022 | $1,926,000 | -7.3% | 16,223 | 0.0% | 0.30% | +3.1% |
Q1 2022 | $2,078,000 | +1.7% | 16,223 | +2.5% | 0.29% | +0.7% |
Q4 2021 | $2,043,000 | +9.8% | 15,823 | 0.0% | 0.29% | -0.3% |
Q3 2021 | $1,860,000 | -3.9% | 15,823 | 0.0% | 0.29% | -4.6% |
Q2 2021 | $1,935,000 | -3.0% | 15,823 | -6.3% | 0.30% | -6.2% |
Q1 2021 | $1,994,000 | +11.5% | 16,893 | 0.0% | 0.32% | +1.2% |
Q4 2020 | $1,789,000 | +0.6% | 16,893 | -12.2% | 0.32% | -4.8% |
Q3 2020 | $1,779,000 | -1.1% | 19,248 | -2.4% | 0.34% | -8.2% |
Q2 2020 | $1,799,000 | – | 19,723 | – | 0.37% | – |
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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% |