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 2020 | $483,000 | -33.7% | 5,232 | -34.5% | 0.30% | -38.1% |
| Q2 2020 | $728,000 | +14.1% | 7,986 | -0.0% | 0.48% | -0.8% |
| Q1 2020 | $638,000 | -49.9% | 7,987 | -32.5% | 0.48% | -40.4% |
| Q4 2019 | $1,273,000 | +4.7% | 11,837 | -0.1% | 0.81% | -8.9% |
| Q3 2019 | $1,216,000 | -0.7% | 11,847 | -2.5% | 0.89% | -0.8% |
| Q2 2019 | $1,225,000 | +1.4% | 12,147 | 0.0% | 0.90% | -5.0% |
| Q1 2019 | $1,208,000 | +11.1% | 12,147 | 0.0% | 0.94% | +6.2% |
| Q4 2018 | $1,087,000 | – | 12,147 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |