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 | $196,092 | -6.2% | 1,705 | 0.0% | 0.07% | -2.9% |
| Q2 2023 | $208,999 | -0.9% | 1,705 | 0.0% | 0.07% | -5.5% |
| Q1 2023 | $210,926 | -1.1% | 1,705 | 0.0% | 0.07% | -3.9% |
| Q4 2022 | $213,313 | +12.3% | 1,705 | 0.0% | 0.08% | -12.6% |
| Q3 2022 | $190,000 | -5.9% | 1,705 | 0.0% | 0.09% | +4.8% |
| Q2 2022 | $202,000 | -7.3% | 1,705 | 0.0% | 0.08% | -8.8% |
| Q1 2022 | $218,000 | -0.9% | 1,705 | 0.0% | 0.09% | -12.5% |
| Q4 2021 | $220,000 | +10.0% | 1,705 | 0.0% | 0.10% | -15.4% |
| Q3 2021 | $200,000 | -3.8% | 1,705 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $208,000 | +3.5% | 1,705 | 0.0% | 0.12% | -3.1% |
| Q1 2021 | $201,000 | +11.0% | 1,705 | 0.0% | 0.13% | +15.3% |
| Q4 2020 | $181,000 | +14.6% | 1,705 | 0.0% | 0.11% | +7.8% |
| Q3 2020 | $158,000 | +1.9% | 1,705 | 0.0% | 0.10% | -1.9% |
| Q2 2020 | $155,000 | +14.0% | 1,705 | 0.0% | 0.10% | +7.1% |
| Q1 2020 | $136,000 | -25.7% | 1,705 | 0.0% | 0.10% | -10.9% |
| Q4 2019 | $183,000 | -1.6% | 1,705 | -10.3% | 0.11% | -34.9% |
| Q3 2018 | $186,000 | -99.9% | 1,900 | 0.0% | 0.17% | -1.2% |
| Q2 2018 | $176,131,000 | +71790.2% | 1,900 | -29.4% | 0.17% | -28.8% |
| Q1 2018 | $245,000 | -7.9% | 2,690 | -4.6% | 0.24% | +3.9% |
| Q4 2017 | $266,000 | – | 2,820 | – | 0.23% | – |
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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% |