SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $53,000 | +103.8% | 500 | +107.5% | 0.01% | +33.3% |
| Q4 2019 | $26,000 | +44.4% | 241 | +20.5% | 0.01% | +20.0% |
| Q4 2018 | $18,000 | -92.9% | 200 | -92.2% | 0.01% | -91.9% |
| Q3 2018 | $252,000 | +5.4% | 2,576 | 0.0% | 0.06% | -4.6% |
| Q2 2018 | $239,000 | +1.7% | 2,576 | 0.0% | 0.06% | +1.6% |
| Q1 2018 | $235,000 | -3.3% | 2,576 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $243,000 | -30.2% | 2,576 | -32.4% | 0.06% | -31.9% |
| Q3 2017 | $348,000 | +2.7% | 3,812 | 0.0% | 0.09% | -2.1% |
| Q2 2017 | $339,000 | +0.9% | 3,812 | 0.0% | 0.10% | -1.0% |
| Q1 2017 | $336,000 | +3.1% | 3,812 | 0.0% | 0.10% | -4.9% |
| Q4 2016 | $326,000 | +1.2% | 3,812 | 0.0% | 0.10% | -6.4% |
| Q3 2016 | $322,000 | +49.1% | 3,812 | +48.0% | 0.11% | +45.3% |
| Q2 2016 | $216,000 | – | 2,576 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |