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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,145 | -6.2% | 436 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $53,445 | -0.9% | 436 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $53,938 | -1.1% | 436 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $54,548 | +39.9% | 436 | +26.0% | 0.01% | +18.2% |
| Q3 2022 | $39,000 | -4.9% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 346 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $44,000 | -2.2% | 346 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $45,000 | +9.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | -2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | +10.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 346 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $32,000 | 0.0% | 346 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $32,000 | -52.2% | 346 | -58.9% | 0.01% | -68.6% |
| Q1 2020 | $67,000 | +81.1% | 842 | +143.4% | 0.04% | +105.9% |
| Q4 2019 | $37,000 | +5.7% | 346 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $35,000 | – | 346 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |