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 | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |