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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,254 | -14.7% | 350 | -9.1% | 0.01% | -10.0% |
| Q2 2023 | $47,193 | -0.9% | 385 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $47,628 | -1.1% | 385 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $48,167 | +12.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -6.5% | 385 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $46,000 | -6.1% | 385 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $49,000 | -2.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +11.1% | 385 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $45,000 | -4.3% | 385 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $47,000 | +4.4% | 385 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $45,000 | +9.8% | 385 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $41,000 | -8.9% | 385 | -20.6% | 0.01% | -52.0% |
| Q3 2020 | $45,000 | +2.3% | 485 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $44,000 | +12.8% | 485 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $39,000 | – | 485 | – | 0.03% | – |
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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% |