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 | $56,000 | -8.2% | 473 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $61,000 | 0.0% | 473 | +0.2% | 0.03% | -13.9% |
| Q4 2021 | $61,000 | -79.2% | 472 | -81.1% | 0.04% | -73.1% |
| Q3 2021 | $293,000 | -3.9% | 2,494 | +0.0% | 0.13% | +0.8% |
| Q2 2021 | $305,000 | +454.5% | 2,493 | +431.6% | 0.13% | +454.2% |
| Q1 2021 | $55,000 | +10.0% | 469 | +0.2% | 0.02% | +4.3% |
| Q4 2020 | $50,000 | +16.3% | 468 | +0.2% | 0.02% | -8.0% |
| Q3 2020 | $43,000 | 0.0% | 467 | +0.2% | 0.02% | -7.4% |
| Q2 2020 | $43,000 | -87.2% | 466 | -89.0% | 0.03% | -88.9% |
| Q1 2020 | $337,000 | -10.1% | 4,225 | +21.1% | 0.24% | +35.6% |
| Q4 2019 | $375,000 | -4.6% | 3,489 | -8.9% | 0.18% | -17.4% |
| Q3 2019 | $393,000 | +10.4% | 3,828 | +8.5% | 0.22% | +5.3% |
| Q2 2019 | $356,000 | +50.2% | 3,527 | +47.8% | 0.21% | +42.8% |
| Q1 2019 | $237,000 | – | 2,387 | – | 0.14% | – |
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% |