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 | $273,991 | -32.1% | 2,382 | -27.6% | 0.07% | -31.5% |
| Q2 2023 | $403,420 | -8.6% | 3,291 | -7.7% | 0.11% | -13.6% |
| Q1 2023 | $441,282 | +18.3% | 3,567 | +19.7% | 0.12% | +12.6% |
| Q4 2022 | $372,984 | +12.7% | 2,981 | +0.5% | 0.11% | -0.9% |
| Q3 2022 | $331,000 | +2.8% | 2,967 | +9.4% | 0.11% | +6.7% |
| Q2 2022 | $322,000 | -5.8% | 2,713 | +1.7% | 0.10% | +1.0% |
| Q1 2022 | $342,000 | +11.4% | 2,668 | +12.3% | 0.10% | +14.3% |
| Q4 2021 | $307,000 | +20.4% | 2,376 | +9.7% | 0.09% | +12.3% |
| Q3 2021 | $255,000 | +9.9% | 2,165 | +13.9% | 0.08% | -3.6% |
| Q2 2021 | $232,000 | +14.3% | 1,900 | +2.6% | 0.08% | -10.6% |
| Q4 2020 | $203,000 | – | 1,852 | – | 0.09% | – |
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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% |