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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,319 | -1.1% | 237 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29,649 | +14.0% | 237 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 237 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | +250.0% | 238 | +197.5% | 0.00% | +300.0% |
| Q4 2020 | $8,000 | +14.3% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 80 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 80 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $9,000 | +12.5% | 80 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | -57.9% | 80 | -57.9% | 0.00% | -50.0% |
| Q2 2019 | $19,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +11.8% | 190 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $17,000 | -10.5% | 190 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +5.6% | 190 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $18,000 | +5.9% | 190 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | -5.6% | 190 | 0.0% | 0.00% | +50.0% |
| Q4 2017 | $18,000 | +80.0% | 190 | +72.7% | 0.00% | +100.0% |
| Q3 2017 | $10,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $10,000 | 0.0% | 110 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $10,000 | +11.1% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | +12.5% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $8,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |