Sonora Investment Management, LLC - SPDR SERIES TRUST ownership

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
Sonora Investment Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$114,000
+235.3%
967
+249.1%
0.01%
+250.0%
Q2 2021$34,000
+277.8%
277
+259.7%
0.00%
+300.0%
Q1 2021$9,000
+12.5%
770.0%0.00%0.0%
Q4 2020$8,000
+14.3%
770.0%0.00%0.0%
Q3 2020$7,0000.0%770.0%0.00%0.0%
Q2 2020$7,000
+16.7%
770.0%0.00%0.0%
Q1 2020$6,000
-25.0%
770.0%0.00%0.0%
Q4 2019$8,000
-93.8%
77
-93.9%
0.00%
-92.3%
Q3 2019$129,000
+180.4%
1,257
+175.1%
0.01%
+160.0%
Q2 2019$46,000
+9.5%
457
+8.8%
0.01%0.0%
Q1 2019$42,000
+10.5%
4200.0%0.01%
-16.7%
Q4 2018$38,000
-7.3%
4200.0%0.01%0.0%
Q3 2018$41,000
+5.1%
4200.0%0.01%0.0%
Q2 2018$39,000
-99.9%
4200.0%0.01%0.0%
Q1 2018$38,304,000
-3.5%
4200.0%0.01%0.0%
Q4 2017$39,682,000
+3.4%
4200.0%0.01%
-14.3%
Q3 2017$38,359,000
+25.8%
420
+22.4%
0.01%
+16.7%
Q2 2017$30,489,000
+0.9%
3430.0%0.01%0.0%
Q1 2017$30,232,000
+3.0%
3430.0%0.01%0.0%
Q4 2016$29,347,000
-64.0%
343
-66.0%
0.01%
-70.0%
Q1 2016$81,578,000
+110140.5%
1,010
+1.0%
0.02%
+5.3%
Q4 2015$74,000
+2.8%
1,0000.0%0.02%
-13.6%
Q3 2015$72,0001,0000.02%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2020
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,858,029$187,438,00027.28%
Stratford Consulting, LLC 347,992$35,105,00012.40%
O'Dell Group, LLC 198,843$20,059,00012.16%
Wolff Financial Management LLC 145,042$14,632,00011.26%
MARINO, STRAM & ASSOCIATES LLC 148,967$15,028,00011.01%
Jackson, Grant Investment Advisers, Inc. 182,221$18,382,00010.71%
Spectrum Asset Management, Inc. (NB/CA) 153,317$15,467,0009.71%
Osbon Capital Management LLC 75,156$7,582,0008.06%
EisnerAmper Wealth Management Corporate Benefits, LLC 101,866$10,276,0007.64%
CRA Financial Services, LLC 122,399$12,348,0007.42%
View complete list of SPDR SERIES TRUST shareholders