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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $257,000 | -7.2% | 2,164 | +0.2% | 0.13% | +3.2% |
| Q1 2022 | $277,000 | -2.1% | 2,159 | -1.4% | 0.12% | -1.6% |
| Q4 2021 | $283,000 | +10.1% | 2,190 | +0.2% | 0.13% | -5.9% |
| Q3 2021 | $257,000 | -3.7% | 2,185 | +0.2% | 0.14% | -6.9% |
| Q2 2021 | $267,000 | 0.0% | 2,181 | -3.6% | 0.14% | -7.1% |
| Q1 2021 | $267,000 | +11.7% | 2,263 | +0.2% | 0.16% | +6.1% |
| Q4 2020 | $239,000 | +9.6% | 2,259 | -4.0% | 0.15% | -5.8% |
| Q3 2020 | $218,000 | -15.8% | 2,354 | -17.2% | 0.16% | -23.5% |
| Q2 2020 | $259,000 | +14.1% | 2,843 | +0.2% | 0.20% | -4.7% |
| Q1 2020 | $227,000 | -18.3% | 2,837 | +9.7% | 0.21% | -23.3% |
| Q4 2019 | $278,000 | – | 2,585 | – | 0.28% | – |
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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% |