SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $15,568 | -76.8% | 127 | -84.8% | 0.00% | -83.3% |
| Q1 2020 | $67,000 | -20.2% | 836 | 0.0% | 0.01% | -20.0% |
| Q2 2019 | $84,000 | +1.2% | 836 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $83,000 | +10.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $75,000 | -8.5% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $82,000 | +3.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $76,000 | -3.8% | 836 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $79,000 | +3.9% | 836 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $76,000 | +2.7% | 836 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $74,000 | 0.0% | 836 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $74,000 | +2.8% | 836 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $72,000 | +1.4% | 836 | 0.0% | 0.02% | +12.5% |
| Q3 2016 | $71,000 | +1.4% | 836 | 0.0% | 0.02% | -5.9% |
| Q2 2016 | $70,000 | +4.5% | 836 | 0.0% | 0.02% | -10.5% |
| Q1 2016 | $67,000 | +8.1% | 836 | 0.0% | 0.02% | +11.8% |
| Q4 2015 | $62,000 | +3.3% | 836 | 0.0% | 0.02% | -5.6% |
| Q3 2015 | $60,000 | -18.9% | 836 | -14.3% | 0.02% | -18.2% |
| Q2 2015 | $74,000 | -2.6% | 976 | 0.0% | 0.02% | -4.3% |
| Q1 2015 | $76,000 | -1.3% | 976 | 0.0% | 0.02% | -11.5% |
| Q4 2014 | $77,000 | -12.5% | 976 | -17.1% | 0.03% | -16.1% |
| Q3 2014 | $88,000 | – | 1,178 | – | 0.03% | – |
Download | ||||||
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% |