SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 776 filers reported holding SPDR SERIES TRUST in Q3 2020. The put-call ratio across all filers is 0.93 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,203,463 | -0.2% | 9,463 | +3.0% | 0.02% | -3.8% |
| Q1 2024 | $1,205,790 | +5.0% | 9,188 | 0.0% | 0.03% | 0.0% |
| Q4 2023 | $1,148,183 | +7.2% | 9,188 | -1.4% | 0.03% | -7.1% |
| 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 ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |