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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $604,532 | +8.0% | 4,832 | -3.9% | 0.00% | 0.0% |
| Q3 2022 | $560,000 | +33.0% | 5,026 | +41.7% | 0.00% | +50.0% |
| Q2 2022 | $421,000 | -5.4% | 3,548 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $445,000 | -8.6% | 3,471 | -8.0% | 0.00% | 0.0% |
| Q4 2021 | $487,000 | +55.1% | 3,773 | +41.5% | 0.00% | 0.0% |
| Q3 2021 | $314,000 | -22.5% | 2,667 | -19.4% | 0.00% | 0.0% |
| Q2 2021 | $405,000 | +11.6% | 3,308 | +7.6% | 0.00% | 0.0% |
| Q1 2021 | $363,000 | -27.3% | 3,074 | -34.7% | 0.00% | -33.3% |
| Q4 2020 | $499,000 | +78.9% | 4,709 | +55.9% | 0.00% | +50.0% |
| Q3 2020 | $279,000 | +15.8% | 3,020 | -14.1% | 0.00% | 0.0% |
| Q1 2020 | $241,000 | -23.5% | 3,516 | +20.0% | 0.00% | -33.3% |
| Q4 2019 | $315,000 | +10.5% | 2,929 | +5.2% | 0.00% | 0.0% |
| Q3 2019 | $285,000 | +27.2% | 2,784 | +25.3% | 0.00% | +50.0% |
| Q2 2019 | $224,000 | – | 2,221 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |