SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,528 | -21.1% | 4,378 | -15.9% | 0.32% | -23.0% |
| Q2 2023 | $638,320 | -1.2% | 5,207 | +0.0% | 0.41% | -3.5% |
| Q1 2023 | $646,164 | -17.7% | 5,206 | -17.0% | 0.43% | -16.6% |
| Q4 2022 | $784,990 | +79.6% | 6,274 | +59.9% | 0.51% | +82.6% |
| Q3 2022 | $437,000 | +283.3% | 3,923 | +309.9% | 0.28% | +301.4% |
| Q2 2022 | $114,000 | -6.6% | 957 | +0.1% | 0.07% | +6.1% |
| Q1 2022 | $122,000 | -19.2% | 956 | -18.0% | 0.07% | -15.4% |
| Q4 2021 | $151,000 | +10.2% | 1,166 | +0.1% | 0.08% | +1.3% |
| Q3 2021 | $137,000 | -6.2% | 1,165 | -2.6% | 0.08% | -9.4% |
| Q2 2021 | $146,000 | +6.6% | 1,196 | +2.8% | 0.08% | 0.0% |
| Q1 2021 | $137,000 | +11.4% | 1,163 | +0.2% | 0.08% | +6.2% |
| Q4 2020 | $123,000 | -0.8% | 1,161 | -13.4% | 0.08% | -7.0% |
| Q3 2020 | $124,000 | +17.0% | 1,341 | +15.8% | 0.09% | +14.7% |
| Q2 2020 | $106,000 | +15.2% | 1,158 | +0.1% | 0.08% | +13.6% |
| Q1 2020 | $92,000 | -30.8% | 1,157 | -6.5% | 0.07% | -22.4% |
| Q4 2019 | $133,000 | – | 1,237 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |