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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $275,000 | -6.8% | 3,013 | -18.6% | 0.03% | -17.9% |
| Q1 2020 | $295,000 | -44.2% | 3,700 | -24.8% | 0.04% | -29.1% |
| Q4 2019 | $529,000 | +3.3% | 4,918 | -1.5% | 0.06% | -6.8% |
| Q3 2019 | $512,000 | +42.2% | 4,992 | +39.8% | 0.06% | +47.5% |
| Q2 2019 | $360,000 | +26.3% | 3,570 | +24.6% | 0.04% | +21.2% |
| Q1 2019 | $285,000 | +9.6% | 2,865 | -1.5% | 0.03% | -2.9% |
| Q4 2018 | $260,000 | +21.5% | 2,908 | +6.2% | 0.03% | -64.6% |
| Q1 2015 | $214,000 | -8.5% | 2,737 | -7.9% | 0.10% | -25.0% |
| Q4 2014 | $234,000 | +8.8% | 2,972 | +3.6% | 0.13% | +5.8% |
| Q3 2014 | $215,000 | -2.3% | 2,870 | 0.0% | 0.12% | -1.6% |
| Q2 2014 | $220,000 | +4.3% | 2,870 | 0.0% | 0.12% | -5.4% |
| Q1 2014 | $211,000 | +1.4% | 2,870 | 0.0% | 0.13% | -4.4% |
| Q4 2013 | $208,000 | -1.0% | 2,870 | -5.7% | 0.14% | -1.4% |
| Q3 2013 | $210,000 | +4.0% | 3,045 | 0.0% | 0.14% | -9.2% |
| Q2 2013 | $202,000 | – | 3,045 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |