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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $2,031,000 | +13.2% | 17,213 | +1.6% | 0.23% | +21.1% |
| Q4 2020 | $1,794,000 | +21.6% | 16,935 | +6.1% | 0.19% | +8.6% |
| Q3 2020 | $1,475,000 | -15.1% | 15,965 | -7.3% | 0.18% | -11.2% |
| Q2 2020 | $1,737,000 | +33.4% | 17,222 | +5.7% | 0.20% | +2.1% |
| Q1 2020 | $1,302,000 | -29.2% | 16,296 | -4.7% | 0.19% | -7.2% |
| Q4 2019 | $1,840,000 | +4.6% | 17,102 | -0.2% | 0.21% | -1.9% |
| Q3 2019 | $1,759,000 | – | 17,141 | – | 0.21% | – |
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% |