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 2021 | $6,979,000 | -4.3% | 59,371 | -0.4% | 0.47% | -4.9% |
| Q2 2021 | $7,291,000 | +2.1% | 59,623 | -1.5% | 0.49% | -5.9% |
| Q1 2021 | $7,144,000 | +16.8% | 60,527 | +4.9% | 0.52% | +11.3% |
| Q4 2020 | $6,114,000 | +6.0% | 57,719 | +1.8% | 0.47% | -6.9% |
| Q3 2020 | $5,770,000 | +10.4% | 56,722 | -1.0% | 0.50% | +0.2% |
| Q2 2020 | $5,225,000 | +7.5% | 57,293 | -5.9% | 0.50% | -9.9% |
| Q1 2020 | $4,862,000 | -28.0% | 60,882 | -3.1% | 0.56% | -11.7% |
| Q4 2019 | $6,756,000 | +6.5% | 62,808 | +1.6% | 0.63% | -6.6% |
| Q3 2019 | $6,344,000 | +0.3% | 61,832 | -1.4% | 0.68% | +2.9% |
| Q2 2019 | $6,326,000 | -2.5% | 62,709 | -3.9% | 0.66% | -7.1% |
| Q1 2019 | $6,488,000 | +6.4% | 65,265 | -4.2% | 0.71% | -6.5% |
| Q4 2018 | $6,099,000 | – | 68,127 | – | 0.76% | – |
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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% |