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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $324,421 | -2.6% | 2,647 | -1.7% | 0.15% | -1.9% |
| Q1 2023 | $332,970 | -39.1% | 2,692 | -38.4% | 0.15% | -27.4% |
| Q4 2022 | $547,033 | +124.2% | 4,372 | +99.3% | 0.21% | +51.4% |
| Q3 2022 | $244,000 | -5.4% | 2,194 | +0.6% | 0.14% | -2.1% |
| Q2 2022 | $258,000 | -49.3% | 2,180 | -45.2% | 0.14% | -5.3% |
| Q1 2022 | $509,000 | +9.0% | 3,976 | +9.8% | 0.15% | +20.8% |
| Q4 2021 | $467,000 | +32.7% | 3,622 | +21.0% | 0.12% | +62.3% |
| Q3 2021 | $352,000 | -11.6% | 2,994 | -7.8% | 0.08% | +1.3% |
| Q2 2021 | $398,000 | +3.4% | 3,247 | -0.4% | 0.08% | +1.3% |
| Q1 2021 | $385,000 | +15.6% | 3,260 | +3.8% | 0.08% | +27.1% |
| Q4 2020 | $333,000 | -5.9% | 3,142 | -18.0% | 0.06% | -19.2% |
| Q3 2020 | $354,000 | +5.4% | 3,834 | +4.0% | 0.07% | 0.0% |
| Q2 2020 | $336,000 | +16.3% | 3,687 | +1.9% | 0.07% | +1.4% |
| Q1 2020 | $289,000 | -31.5% | 3,620 | -7.8% | 0.07% | -15.3% |
| Q4 2019 | $422,000 | +24.5% | 3,926 | +19.0% | 0.08% | +13.3% |
| Q3 2019 | $339,000 | +62.2% | 3,300 | +59.1% | 0.08% | +27.1% |
| Q2 2019 | $209,000 | +2.0% | 2,074 | -9.5% | 0.06% | -21.3% |
| Q4 2018 | $205,000 | -11.3% | 2,291 | -2.9% | 0.08% | +10.3% |
| Q3 2018 | $231,000 | -4.5% | 2,360 | -5.6% | 0.07% | -2.9% |
| Q2 2018 | $242,000 | +3.4% | 2,499 | -2.7% | 0.07% | +2.9% |
| Q1 2018 | $234,000 | -2.1% | 2,568 | +3.7% | 0.07% | +13.3% |
| Q4 2017 | $239,000 | – | 2,476 | – | 0.06% | – |
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% |