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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $521,000 | +9.9% | 4,034 | 0.0% | 0.03% | +3.7% |
Q3 2021 | $474,000 | -3.9% | 4,034 | 0.0% | 0.03% | -6.9% |
Q2 2021 | $493,000 | +6.5% | 4,034 | +2.8% | 0.03% | 0.0% |
Q1 2021 | $463,000 | +11.3% | 3,926 | 0.0% | 0.03% | +3.6% |
Q4 2020 | $416,000 | +14.6% | 3,926 | 0.0% | 0.03% | +33.3% |
Q3 2020 | $363,000 | +5.2% | 3,926 | +3.8% | 0.02% | -4.5% |
Q2 2020 | $345,000 | -77.8% | 3,784 | -80.6% | 0.02% | -81.0% |
Q1 2020 | $1,556,000 | -48.0% | 19,479 | -30.0% | 0.12% | -38.0% |
Q4 2019 | $2,991,000 | +9.1% | 27,809 | +2.4% | 0.19% | -0.5% |
Q2 2019 | $2,741,000 | +0.9% | 27,169 | -0.5% | 0.19% | -4.1% |
Q1 2019 | $2,716,000 | -37.2% | 27,319 | -43.5% | 0.20% | -42.2% |
Q4 2018 | $4,327,000 | +1095.3% | 48,339 | +1208.6% | 0.34% | +1256.0% |
Q3 2018 | $362,000 | +7.4% | 3,694 | 0.0% | 0.02% | -3.8% |
Q1 2018 | $337,000 | -3.4% | 3,694 | 0.0% | 0.03% | 0.0% |
Q4 2017 | $349,000 | +3.6% | 3,694 | 0.0% | 0.03% | 0.0% |
Q3 2017 | $337,000 | +2.7% | 3,694 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $328,000 | -3.8% | 3,694 | -4.6% | 0.03% | -7.1% |
Q1 2017 | $341,000 | -2.3% | 3,874 | -4.9% | 0.03% | -3.4% |
Q4 2016 | $349,000 | +11.9% | 4,074 | +10.3% | 0.03% | 0.0% |
Q3 2016 | $312,000 | +0.6% | 3,694 | 0.0% | 0.03% | -3.3% |
Q2 2016 | $310,000 | +1.0% | 3,694 | -3.9% | 0.03% | 0.0% |
Q1 2016 | $307,000 | +20.4% | 3,844 | +11.0% | 0.03% | +15.4% |
Q4 2015 | $255,000 | +2.0% | 3,464 | 0.0% | 0.03% | -3.7% |
Q3 2015 | $250,000 | -5.3% | 3,464 | 0.0% | 0.03% | +3.8% |
Q2 2015 | $264,000 | -2.6% | 3,464 | 0.0% | 0.03% | -3.7% |
Q1 2015 | $271,000 | -0.7% | 3,464 | 0.0% | 0.03% | -6.9% |
Q4 2014 | $273,000 | +5.0% | 3,464 | 0.0% | 0.03% | +3.6% |
Q3 2014 | $260,000 | -1.9% | 3,464 | 0.0% | 0.03% | -3.4% |
Q2 2014 | $265,000 | +3.9% | 3,464 | 0.0% | 0.03% | +3.6% |
Q1 2014 | $255,000 | +1.2% | 3,464 | 0.0% | 0.03% | -3.4% |
Q4 2013 | $252,000 | +5.4% | 3,464 | 0.0% | 0.03% | 0.0% |
Q3 2013 | $239,000 | – | 3,464 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |