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 | $1,071,396 | -4.9% | 9,316 | +1.4% | 0.03% | -3.4% |
| Q2 2023 | $1,126,225 | -24.9% | 9,188 | -24.2% | 0.03% | -27.5% |
| Q1 2023 | $1,499,201 | +23.2% | 12,119 | +24.6% | 0.04% | +14.3% |
| Q4 2022 | $1,216,475 | +10.3% | 9,723 | 0.0% | 0.04% | +2.9% |
| Q3 2022 | $1,103,000 | +6.6% | 9,723 | +11.5% | 0.03% | +9.7% |
| Q2 2022 | $1,035,000 | -7.4% | 8,723 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $1,118,000 | +38.0% | 8,723 | +39.0% | 0.03% | +40.9% |
| Q4 2021 | $810,000 | +9.8% | 6,276 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $738,000 | -3.8% | 6,276 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $767,000 | -1.5% | 6,276 | -4.9% | 0.02% | -11.5% |
| Q1 2021 | $779,000 | +76.6% | 6,602 | +58.6% | 0.03% | +62.5% |
| Q4 2020 | $441,000 | +21.8% | 4,163 | +6.2% | 0.02% | +6.7% |
| Q3 2020 | $362,000 | -2.7% | 3,920 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $372,000 | -4.1% | 3,920 | -19.3% | 0.02% | -28.6% |
| Q1 2020 | $388,000 | -32.6% | 4,860 | -9.2% | 0.02% | -16.0% |
| Q4 2019 | $576,000 | – | 5,354 | – | 0.02% | – |
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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% |