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 | $188,846 | +3.8% | 1,642 | +10.6% | 0.00% | 0.0% |
| Q2 2023 | $181,908 | +10.8% | 1,484 | +11.8% | 0.00% | 0.0% |
| Q1 2023 | $164,163 | -1.1% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $166,020 | +12.9% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $147,000 | -6.4% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $157,000 | -7.6% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $170,000 | -0.6% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $171,000 | +10.3% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $155,000 | -4.3% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $162,000 | +3.8% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $156,000 | +11.4% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $140,000 | +14.8% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $122,000 | +0.8% | 1,327 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $121,000 | -0.8% | 1,327 | -13.5% | 0.00% | 0.0% |
| Q1 2020 | $122,000 | -23.3% | 1,534 | +3.4% | 0.00% | 0.0% |
| Q4 2019 | $159,000 | +4.6% | 1,484 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $152,000 | +2.0% | 1,484 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $149,000 | +1.4% | 1,484 | +0.1% | 0.00% | 0.0% |
| Q1 2019 | $147,000 | +950.0% | 1,483 | +844.6% | 0.00% | – |
| Q4 2018 | $14,000 | -6.7% | 157 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | +7.1% | 157 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | 0.0% | 157 | +0.6% | 0.00% | – |
| Q1 2018 | $14,000 | +27.3% | 156 | +27.9% | 0.00% | – |
| Q4 2017 | $11,000 | 0.0% | 122 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | +10.0% | 122 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | -78.7% | 122 | -77.3% | 0.00% | – |
| Q1 2017 | $47,000 | +370.0% | 537 | +340.2% | 0.00% | – |
| Q4 2016 | $10,000 | 0.0% | 122 | +0.8% | 0.00% | – |
| Q3 2016 | $10,000 | 0.0% | 121 | -0.8% | 0.00% | – |
| Q2 2016 | $10,000 | +11.1% | 122 | 0.0% | 0.00% | – |
| Q1 2016 | $9,000 | +50.0% | 122 | +52.5% | 0.00% | – |
| Q4 2014 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | -16.7% | 80 | 0.0% | 0.00% | – |
| Q2 2014 | $6,000 | +20.0% | 80 | 0.0% | 0.00% | – |
| Q1 2014 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2013 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 80 | – | 0.00% | – |
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% |