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 | ||||
|---|---|---|---|---|---|---|
| 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 | 1,858,029 | $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% |