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 | $141,117 | -6.2% | 1,227 | 0.0% | 0.08% | -8.0% |
| Q2 2023 | $150,406 | -0.9% | 1,227 | 0.0% | 0.09% | -10.3% |
| Q1 2023 | $151,792 | -1.1% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $153,510 | +12.1% | 1,227 | 0.0% | 0.10% | -1.9% |
| Q3 2022 | $137,000 | -6.2% | 1,227 | 0.0% | 0.10% | -2.8% |
| Q2 2022 | $146,000 | -7.0% | 1,227 | 0.0% | 0.11% | +8.2% |
| Q1 2022 | $157,000 | -0.6% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q4 2021 | $158,000 | +9.0% | 1,227 | 0.0% | 0.10% | +1.1% |
| Q3 2021 | $145,000 | -3.3% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $150,000 | +3.4% | 1,227 | 0.0% | 0.10% | -7.5% |
| Q1 2021 | $145,000 | +11.5% | 1,227 | 0.0% | 0.11% | +11.5% |
| Q4 2020 | $130,000 | +15.0% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q3 2020 | $113,000 | +1.8% | 1,227 | 0.0% | 0.09% | -6.0% |
| Q2 2020 | $111,000 | +13.3% | 1,227 | 0.0% | 0.10% | +9.9% |
| Q1 2020 | $98,000 | -25.8% | 1,227 | 0.0% | 0.09% | -25.4% |
| Q4 2019 | $132,000 | – | 1,227 | – | 0.12% | – |
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% |