SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 774 filers reported holding SPDR SERIES TRUST in Q2 2020. The put-call ratio across all filers is 0.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,046 | -7.3% | 3,617 | -1.2% | 0.03% | -6.7% |
| Q2 2023 | $448,654 | -9.1% | 3,660 | -8.2% | 0.03% | -16.7% |
| Q1 2023 | $493,437 | -78.0% | 3,989 | -77.8% | 0.04% | -79.3% |
| Q4 2022 | $2,244,474 | +10.7% | 17,940 | -1.3% | 0.17% | +3.6% |
| Q3 2022 | $2,027,000 | +308.7% | 18,175 | +334.7% | 0.17% | +300.0% |
| Q2 2022 | $496,000 | +22.8% | 4,181 | +32.6% | 0.04% | +31.2% |
| Q1 2022 | $404,000 | -54.8% | 3,153 | -56.6% | 0.03% | -59.5% |
| Q4 2021 | $893,000 | +53.7% | 7,259 | +48.5% | 0.08% | +61.2% |
| Q3 2021 | $581,000 | -34.9% | 4,888 | -32.7% | 0.05% | -38.0% |
| Q2 2021 | $893,000 | +151.5% | 7,259 | +86.3% | 0.08% | +54.9% |
| Q2 2020 | $355,000 | – | 3,896 | – | 0.05% | – |
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% |