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 | $244,741 | -28.8% | 2,128 | -24.1% | 0.10% | -24.6% |
Q2 2023 | $343,592 | -0.9% | 2,803 | 0.0% | 0.13% | -4.5% |
Q1 2023 | $346,759 | -1.1% | 2,803 | 0.0% | 0.13% | -4.3% |
Q4 2022 | $350,683 | +12.0% | 2,803 | 0.0% | 0.14% | +3.8% |
Q3 2022 | $313,000 | -6.0% | 2,803 | 0.0% | 0.13% | +0.8% |
Q2 2022 | $333,000 | -7.2% | 2,803 | 0.0% | 0.13% | +8.2% |
Q1 2022 | $359,000 | -0.8% | 2,803 | 0.0% | 0.12% | +3.4% |
Q4 2021 | $362,000 | +10.0% | 2,803 | 0.0% | 0.12% | +5.4% |
Q3 2021 | $329,000 | -4.1% | 2,803 | 0.0% | 0.11% | -5.1% |
Q2 2021 | $343,000 | +3.6% | 2,803 | 0.0% | 0.12% | +0.9% |
Q1 2021 | $331,000 | +11.4% | 2,803 | 0.0% | 0.12% | +9.3% |
Q4 2020 | $297,000 | -8.3% | 2,803 | -20.0% | 0.11% | -16.4% |
Q3 2020 | $324,000 | +7.3% | 3,503 | +5.8% | 0.13% | +4.9% |
Q2 2020 | $302,000 | -62.9% | 3,311 | -69.0% | 0.12% | -62.2% |
Q1 2020 | $814,000 | +295.1% | 10,696 | +459.7% | 0.32% | +308.9% |
Q4 2019 | $206,000 | – | 1,911 | – | 0.08% | – |
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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% |