SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $293,373 | +13.3% | 2,345 | +0.7% | 0.12% | +7.4% |
| Q3 2022 | $259,000 | -5.5% | 2,328 | +0.6% | 0.11% | -2.7% |
| Q2 2022 | $274,000 | -6.8% | 2,313 | +0.7% | 0.11% | -1.8% |
| Q1 2022 | $294,000 | 0.0% | 2,298 | +0.6% | 0.11% | +94.8% |
| Q4 2021 | $294,000 | +10.5% | 2,284 | +0.7% | 0.06% | -43.1% |
| Q3 2021 | $266,000 | -3.3% | 2,267 | +0.8% | 0.10% | 0.0% |
| Q2 2021 | $275,000 | +4.2% | 2,250 | +0.6% | 0.10% | -10.5% |
| Q1 2021 | $264,000 | +12.3% | 2,236 | +0.7% | 0.11% | +2.7% |
| Q4 2020 | $235,000 | +15.8% | 2,221 | +1.0% | 0.11% | +0.9% |
| Q3 2020 | $203,000 | -12.1% | 2,200 | +2.4% | 0.11% | -17.3% |
| Q4 2019 | $231,000 | +6.0% | 2,148 | +0.7% | 0.13% | -4.3% |
| Q3 2019 | $218,000 | +2.3% | 2,133 | +0.7% | 0.14% | -3.5% |
| Q2 2019 | $213,000 | +1.9% | 2,118 | +0.6% | 0.14% | -4.0% |
| Q1 2019 | $209,000 | +3.0% | 2,105 | +1.3% | 0.15% | +1.4% |
| Q3 2018 | $203,000 | +4.6% | 2,078 | +1.9% | 0.15% | +1.4% |
| Q4 2017 | $194,000 | – | 2,039 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,793,913 | $158,116,000 | 31.02% |
| Spectrum Asset Management, Inc. (NB/CA) | 194,247 | $17,121,000 | 15.74% |
| Jackson, Grant Investment Advisers, Inc. | 193,372 | $17,044,000 | 13.67% |
| O'Dell Group, LLC | 161,388 | $14,225,000 | 12.61% |
| Stratford Consulting, LLC | 332,007 | $29,263,000 | 11.69% |
| Private Vista, LLC | 404,288 | $35,849,000 | 8.91% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 113,177 | $9,975,000 | 8.64% |
| Ruggie Capital Group | 125,166 | $10,990,000 | 8.19% |
| Threshold Group LLC | 76,034 | $6,702,000 | 6.46% |
| Capital Investment Advisors, LLC | 935,800 | $82,481,000 | 6.26% |