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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,920,015 | +11.6% | 23,340 | -0.5% | 1.55% | -2.4% |
| Q3 2022 | $2,616,000 | -10.3% | 23,462 | -4.6% | 1.59% | -12.9% |
| Q2 2022 | $2,918,000 | -12.7% | 24,582 | -5.8% | 1.82% | -10.9% |
| Q1 2022 | $3,343,000 | +11.4% | 26,096 | +12.3% | 2.05% | +7.6% |
| Q4 2021 | $3,001,000 | +25.3% | 23,245 | +14.0% | 1.90% | +10.3% |
| Q3 2021 | $2,396,000 | +94.3% | 20,383 | +102.1% | 1.72% | +88.5% |
| Q2 2021 | $1,233,000 | +341.9% | 10,085 | +282.3% | 0.92% | +451.2% |
| Q4 2020 | $279,000 | – | 2,638 | – | 0.17% | – |
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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% |