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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $211,000 | -0.9% | 1,649 | 0.0% | 0.03% | +3.3% |
| Q4 2021 | $213,000 | +5.4% | 1,649 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $202,000 | -4.7% | 1,649 | -17.5% | 0.03% | -21.1% |
| Q4 2020 | $212,000 | 0.0% | 1,999 | +1.4% | 0.04% | -7.3% |
| Q4 2019 | $212,000 | +5.0% | 1,972 | +0.3% | 0.04% | -8.9% |
| Q3 2019 | $202,000 | +21.7% | 1,966 | +9.8% | 0.04% | +21.6% |
| Q2 2018 | $166,000 | -17.4% | 1,791 | -20.8% | 0.04% | -30.2% |
| Q2 2017 | $201,000 | +29.7% | 2,262 | +28.6% | 0.05% | +26.2% |
| Q1 2017 | $155,000 | +3.3% | 1,759 | +0.1% | 0.04% | -6.7% |
| Q4 2016 | $150,000 | +1.4% | 1,757 | +0.5% | 0.04% | +2.3% |
| Q3 2016 | $148,000 | +142.6% | 1,749 | +139.3% | 0.04% | +120.0% |
| Q2 2016 | $61,000 | +5.2% | 731 | +0.4% | 0.02% | -13.0% |
| Q1 2016 | $58,000 | +9.4% | 728 | +0.4% | 0.02% | +21.1% |
| Q4 2015 | $53,000 | +3.9% | 725 | +2.8% | 0.02% | 0.0% |
| Q3 2015 | $51,000 | -3.8% | 705 | +0.4% | 0.02% | +5.6% |
| Q2 2015 | $53,000 | -14.5% | 702 | -12.1% | 0.02% | -14.3% |
| Q1 2015 | $62,000 | +12.7% | 799 | +14.6% | 0.02% | +5.0% |
| Q4 2014 | $55,000 | +7.8% | 697 | +2.0% | 0.02% | +5.3% |
| Q3 2014 | $51,000 | -1.9% | 683 | +0.7% | 0.02% | -5.0% |
| Q2 2014 | $52,000 | +4.0% | 678 | +0.4% | 0.02% | +5.3% |
| Q1 2014 | $50,000 | +4.2% | 675 | +1.5% | 0.02% | 0.0% |
| Q4 2013 | $48,000 | +4.3% | 665 | +0.3% | 0.02% | -5.0% |
| Q3 2013 | $46,000 | +4.5% | 663 | +0.5% | 0.02% | -9.1% |
| Q2 2013 | $44,000 | – | 660 | – | 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% |