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 | $5,685 | -14.6% | 49,434 | -8.9% | 4.35% | -10.1% |
| Q2 2023 | $6,654 | -7.5% | 54,284 | -6.7% | 4.84% | -9.5% |
| Q1 2023 | $7,195 | +0.0% | 58,156 | +1.2% | 5.35% | -2.6% |
| Q4 2022 | $7,193 | -99.9% | 57,490 | +3.8% | 5.49% | +10.1% |
| Q3 2022 | $6,174,000 | -0.8% | 55,373 | +5.6% | 4.99% | +4.5% |
| Q2 2022 | $6,226,000 | +15.0% | 52,454 | +24.2% | 4.77% | +25.5% |
| Q1 2022 | $5,412,000 | +2.1% | 42,242 | +2.9% | 3.80% | +7.7% |
| Q4 2021 | $5,299,000 | +12.6% | 41,037 | +2.5% | 3.53% | +3.0% |
| Q3 2021 | $4,705,000 | -2.6% | 40,027 | +1.3% | 3.42% | -3.0% |
| Q2 2021 | $4,831,000 | +3.9% | 39,509 | +0.3% | 3.53% | -3.5% |
| Q1 2021 | $4,648,000 | +14.1% | 39,381 | +2.5% | 3.66% | +10.8% |
| Q4 2020 | $4,072,000 | +15.8% | 38,436 | +1.0% | 3.30% | +6.5% |
| Q3 2020 | $3,517,000 | -3.6% | 38,065 | -4.9% | 3.10% | -9.0% |
| Q2 2020 | $3,649,000 | +472.8% | 40,013 | +401.7% | 3.40% | +280.9% |
| Q1 2020 | $637,000 | -82.8% | 7,975 | -76.8% | 0.89% | -73.8% |
| Q4 2019 | $3,696,000 | +4.5% | 34,363 | -0.3% | 3.42% | +0.7% |
| Q3 2019 | $3,537,000 | +2.8% | 34,469 | +1.1% | 3.39% | -2.8% |
| Q2 2019 | $3,441,000 | +6.2% | 34,107 | +4.7% | 3.49% | -9.3% |
| Q1 2019 | $3,239,000 | +16.1% | 32,584 | +4.6% | 3.85% | +11.7% |
| Q4 2018 | $2,789,000 | -5.1% | 31,151 | +3.8% | 3.45% | +26.2% |
| Q3 2018 | $2,938,000 | +5.9% | 30,004 | +0.2% | 2.73% | +1.9% |
| Q2 2018 | $2,775,000 | +2.2% | 29,932 | +0.6% | 2.68% | +0.8% |
| Q1 2018 | $2,714,000 | – | 29,757 | – | 2.66% | – |
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% |