SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 770 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $534,797 | +93724.0% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $570 | -0.9% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $575 | -1.4% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $583 | -99.9% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $516,000 | -6.7% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $553,000 | -7.2% | 4,650 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $596,000 | -20.3% | 4,650 | -19.8% | 0.00% | 0.0% |
| Q4 2021 | $748,000 | +9.7% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $682,000 | -3.7% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $708,000 | +3.4% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $685,000 | +11.7% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $613,000 | +13.9% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $538,000 | +1.3% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $531,000 | +13.5% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $468,000 | -24.9% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $623,000 | +4.7% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $595,000 | +3.3% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $576,000 | +19.0% | 5,800 | +7.4% | 0.00% | 0.0% |
| Q4 2018 | $484,000 | -12.0% | 5,402 | -3.7% | 0.00% | 0.0% |
| Q3 2018 | $550,000 | +9.8% | 5,612 | +3.9% | 0.00% | 0.0% |
| Q2 2018 | $501,000 | +1.8% | 5,402 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $492,000 | -3.5% | 5,402 | 0.0% | 0.00% | -50.0% |
| Q4 2017 | $510,000 | +3.0% | 5,402 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $495,000 | +2.9% | 5,402 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $481,000 | +0.8% | 5,402 | 0.0% | 0.00% | +100.0% |
| Q1 2017 | $477,000 | +3.0% | 5,402 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $463,000 | +1.3% | 5,402 | 0.0% | 0.00% | -50.0% |
| Q3 2016 | $457,000 | +0.2% | 5,402 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $456,000 | -4.6% | 5,402 | -10.0% | 0.00% | -33.3% |
| Q1 2016 | $478,000 | +7.9% | 6,002 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $443,000 | +1.8% | 6,002 | 0.0% | 0.00% | +50.0% |
| Q3 2015 | $435,000 | +1.9% | 6,002 | +7.1% | 0.00% | 0.0% |
| Q2 2015 | $427,000 | -2.5% | 5,602 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $438,000 | -0.7% | 5,602 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $441,000 | – | 5,602 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 5,602 | +14.3% | 0.00% | -100.0% |
| Q2 2014 | $375,000 | +9.6% | 4,902 | +9.6% | 0.00% | 0.0% |
| Q1 2014 | $342,000 | +11.0% | 4,473 | +5.2% | 0.00% | 0.0% |
| Q4 2013 | $308,000 | +5.5% | 4,250 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $292,000 | +43.8% | 4,250 | +39.3% | 0.00% | 0.0% |
| Q2 2013 | $203,000 | +1.0% | 3,050 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $201,000 | – | 3,050 | – | 0.00% | – |
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% |