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 2023 | $3,833,036 | +143.7% | 31,550 | +150.4% | 0.80% | +118.7% |
| Q4 2022 | $1,573,018 | +19.7% | 12,602 | +6.9% | 0.36% | +4.0% |
| Q3 2022 | $1,314,000 | +4.0% | 11,786 | +10.7% | 0.35% | +30.1% |
| Q2 2022 | $1,263,000 | -4.9% | 10,645 | +2.7% | 0.27% | +13.0% |
| Q1 2022 | $1,328,000 | +0.5% | 10,363 | +1.3% | 0.24% | +3.0% |
| Q4 2021 | $1,321,000 | +9.1% | 10,234 | +3.3% | 0.23% | +3.6% |
| Q3 2021 | $1,211,000 | +1.0% | 9,908 | +3.5% | 0.22% | -22.0% |
| Q2 2021 | $1,199,000 | +0.9% | 9,570 | -1.5% | 0.29% | -5.3% |
| Q1 2021 | $1,188,000 | +25.3% | 9,715 | +8.6% | 0.30% | -28.8% |
| Q4 2020 | $948,000 | -2.6% | 8,948 | -4.7% | 0.42% | -11.1% |
| Q3 2020 | $973,000 | -76.5% | 9,389 | -77.9% | 0.48% | -69.9% |
| Q2 2020 | $4,147,000 | – | 42,543 | – | 1.58% | – |
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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% |