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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $509,000 | +95.0% | 4,286 | +110.3% | 0.00% | -95.0% |
| Q1 2022 | $261,000 | -41.0% | 2,038 | -40.4% | 0.02% | -35.5% |
| Q4 2021 | $442,000 | +34.8% | 3,420 | +22.7% | 0.03% | +24.0% |
| Q3 2021 | $328,000 | -3.8% | 2,788 | 0.0% | 0.02% | -34.2% |
| Q2 2021 | $341,000 | +2.1% | 2,788 | -1.4% | 0.04% | -2.6% |
| Q1 2021 | $334,000 | +49.1% | 2,828 | +33.5% | 0.04% | +34.5% |
| Q4 2020 | $224,000 | -49.2% | 2,118 | -55.6% | 0.03% | -44.2% |
| Q3 2020 | $441,000 | +3.3% | 4,769 | -10.8% | 0.05% | +15.6% |
| Q1 2020 | $427,000 | +75.7% | 5,348 | +121.8% | 0.04% | +21.6% |
| Q2 2019 | $243,000 | +1.2% | 2,411 | 0.0% | 0.04% | -11.9% |
| Q1 2019 | $240,000 | +287.1% | 2,411 | +196.2% | 0.04% | -14.3% |
| Q2 2015 | $62,000 | -4.6% | 814 | -3.1% | 0.05% | 0.0% |
| Q1 2015 | $65,000 | -28.6% | 840 | -27.8% | 0.05% | -33.8% |
| Q4 2014 | $91,000 | -11.7% | 1,164 | -15.4% | 0.07% | -3.9% |
| Q3 2014 | $103,000 | -2.8% | 1,376 | -0.7% | 0.08% | +11.6% |
| Q2 2014 | $106,000 | +107.8% | 1,386 | +100.9% | 0.07% | +81.6% |
| Q1 2014 | $51,000 | – | 690 | – | 0.04% | – |
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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% |