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 2022 | $572,879 | +75.7% | 4,579 | +56.7% | 0.29% | +84.6% |
| Q3 2022 | $326,000 | 0.0% | 2,922 | +6.5% | 0.16% | +17.3% |
| Q2 2022 | $326,000 | +9.8% | 2,744 | +14.7% | 0.13% | +16.7% |
| Q1 2022 | $297,000 | -95.0% | 2,392 | -95.1% | 0.11% | -97.7% |
| Q2 2021 | $5,961,000 | +4.5% | 48,747 | +0.9% | 5.03% | -5.3% |
| Q1 2021 | $5,702,000 | +14.9% | 48,308 | +3.1% | 5.31% | +13.2% |
| Q4 2020 | $4,963,000 | +158.6% | 46,855 | +142.7% | 4.69% | +188.3% |
| Q1 2019 | $1,919,000 | +99.5% | 19,305 | +79.7% | 1.63% | +58.6% |
| Q4 2018 | $962,000 | -79.3% | 10,744 | -77.4% | 1.03% | -75.8% |
| Q3 2018 | $4,650,000 | – | 47,482 | – | 4.25% | – |
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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% |