SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $376,081 | -23.7% | 3,006 | -25.5% | 0.15% | -20.7% |
| Q2 2021 | $493,000 | +52.2% | 4,034 | +34.1% | 0.19% | -4.5% |
| Q4 2019 | $324,000 | +16.5% | 3,008 | +11.0% | 0.20% | +1.5% |
| Q3 2019 | $278,000 | -3.5% | 2,709 | -5.0% | 0.20% | -2.5% |
| Q2 2019 | $288,000 | +2.1% | 2,851 | +0.4% | 0.20% | -35.8% |
| Q1 2019 | $282,000 | +80.8% | 2,839 | +63.3% | 0.32% | +132.1% |
| Q4 2018 | $156,000 | – | 1,738 | – | 0.14% | – |
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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% |