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 | $201,770 | -0.3% | 1,631 | +0.9% | 0.11% | -8.4% |
| Q4 2022 | $202,302 | -13.9% | 1,617 | -11.7% | 0.12% | -22.2% |
| Q1 2022 | $235,000 | +2.6% | 1,832 | 0.0% | 0.15% | -7.8% |
| Q4 2021 | $229,000 | -3.0% | 1,832 | -8.6% | 0.17% | +0.6% |
| Q3 2021 | $236,000 | -8.5% | 2,004 | -5.0% | 0.16% | -9.3% |
| Q2 2021 | $258,000 | +3.6% | 2,109 | 0.0% | 0.18% | -10.3% |
| Q1 2021 | $249,000 | -13.5% | 2,109 | -22.4% | 0.20% | -11.4% |
| Q4 2020 | $288,000 | – | 2,719 | – | 0.23% | – |
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% |