SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,300,200 | -17.3% | 20,000 | -11.8% | 0.03% | +12.5% |
| Q2 2023 | $2,780,360 | +1.2% | 22,682 | +2.1% | 0.02% | -11.1% |
| Q1 2023 | $2,747,599 | -49.4% | 22,210 | -48.8% | 0.03% | -52.6% |
| Q4 2022 | $5,426,271 | -99.9% | 43,372 | +23.9% | 0.06% | +32.6% |
| Q3 2022 | $3,902,500,000 | +93845.6% | 35,000 | 0.0% | 0.04% | +4.9% |
| Q2 2022 | $4,154,000 | +1630.8% | 35,000 | +1066.7% | 0.04% | +720.0% |
| Q1 2020 | $240,000 | -25.7% | 3,000 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $323,000 | +4.9% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $308,000 | +1.7% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $303,000 | +1.7% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $298,000 | +10.8% | 3,000 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $269,000 | -68.1% | 3,000 | -70.0% | 0.01% | -77.3% |
| Q3 2016 | $844,000 | – | 10,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |