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 | $568 | -99.9% | 4,538 | -2.9% | 0.02% | 0.0% |
| Q3 2022 | $521,000 | -6.1% | 4,672 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $555,000 | -9.2% | 4,672 | -2.1% | 0.02% | +7.1% |
| Q1 2022 | $611,000 | -0.8% | 4,772 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $616,000 | +17.6% | 4,772 | +7.1% | 0.01% | +8.3% |
| Q3 2021 | $524,000 | +4.6% | 4,457 | +8.8% | 0.01% | 0.0% |
| Q2 2021 | $501,000 | +104.5% | 4,097 | +97.2% | 0.01% | +100.0% |
| Q1 2021 | $245,000 | +11.4% | 2,078 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $220,000 | -0.5% | 2,078 | +1.1% | 0.01% | -14.3% |
| Q4 2019 | $221,000 | +4.7% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $211,000 | +1.9% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $207,000 | +1.5% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $204,000 | +1.5% | 2,055 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $201,000 | – | 2,055 | – | 0.01% | – |
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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% |