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 2023 | $20,126 | -6.2% | 175 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $21,451 | -0.9% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,650 | +3.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,000 | +5.0% | 175 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | -4.8% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 175 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | -4.3% | 175 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +9.5% | 175 | 0.0% | 0.00% | – |
| Q3 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q2 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.00% | – |
| Q1 2021 | $21,000 | +10.5% | 175 | 0.0% | 0.00% | – |
| Q4 2020 | $19,000 | +18.8% | 175 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | 0.0% | 175 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $16,000 | +14.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | -26.3% | 175 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $19,000 | -68.3% | 175 | -69.6% | 0.00% | -66.7% |
| Q3 2019 | $60,000 | +3.4% | 575 | 0.0% | 0.00% | +50.0% |
| Q2 2019 | $58,000 | +1.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $57,000 | +11.8% | 575 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $51,000 | -8.9% | 575 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | -47.2% | 575 | -50.0% | 0.00% | -50.0% |
| Q2 2018 | $106,000 | +1.9% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $104,000 | -3.7% | 1,150 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $108,000 | +134.8% | 1,150 | +82.5% | 0.00% | +100.0% |
| Q4 2015 | $46,000 | +2.2% | 630 | 0.0% | 0.00% | -50.0% |
| Q3 2015 | $45,000 | -89.3% | 630 | -88.6% | 0.00% | -87.5% |
| Q2 2015 | $421,000 | +9.9% | 5,530 | +12.9% | 0.02% | +14.3% |
| Q1 2015 | $383,000 | -1.0% | 4,900 | 0.0% | 0.01% | -22.2% |
| Q4 2014 | $387,000 | +5.4% | 4,900 | 0.0% | 0.02% | +20.0% |
| Q3 2014 | $367,000 | -2.1% | 4,900 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $375,000 | – | 4,900 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |