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 | $22,658 | -5.9% | 197 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,089 | +58.3% | 197 | +60.2% | 0.01% | +75.0% |
| Q1 2023 | $15,216 | -1.1% | 123 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $15,389 | +9.9% | 123 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $14,000 | -6.7% | 123 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $15,000 | -6.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $16,000 | +14.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 123 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $15,000 | +15.4% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 123 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +10.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 123 | 0.0% | 0.01% | -36.4% |
| Q1 2019 | $12,000 | +9.1% | 123 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $11,000 | – | 123 | – | 0.01% | – |
Download | ||||||
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% |