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 2022 | $70,000 | -5.4% | 630 | 0.0% | 0.07% | +1.5% |
Q2 2022 | $74,000 | -7.5% | 630 | 0.0% | 0.07% | +4.6% |
Q1 2022 | $80,000 | -1.2% | 630 | 0.0% | 0.06% | -3.0% |
Q4 2021 | $81,000 | +9.5% | 630 | 0.0% | 0.07% | +4.7% |
Q3 2021 | $74,000 | -3.9% | 630 | 0.0% | 0.06% | -3.0% |
Q2 2021 | $77,000 | +4.1% | 630 | 0.0% | 0.07% | +3.1% |
Q1 2021 | $74,000 | +12.1% | 630 | 0.0% | 0.06% | +4.9% |
Q4 2020 | $66,000 | +13.8% | 630 | 0.0% | 0.06% | +10.9% |
Q3 2020 | $58,000 | +1.8% | 630 | 0.0% | 0.06% | +27.9% |
Q2 2020 | $57,000 | +14.0% | 630 | 0.0% | 0.04% | -2.3% |
Q1 2020 | $50,000 | -25.4% | 630 | 0.0% | 0.04% | -4.3% |
Q4 2019 | $67,000 | +4.7% | 630 | 0.0% | 0.05% | +4.5% |
Q3 2019 | $64,000 | – | 630 | – | 0.04% | – |
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% |