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 2021 | $569,000 | +3.3% | 4,405 | -6.0% | 0.10% | -9.3% |
| Q3 2021 | $551,000 | -26.7% | 4,688 | -23.7% | 0.11% | -28.0% |
| Q2 2021 | $752,000 | 0.0% | 6,147 | -3.5% | 0.15% | -6.8% |
| Q1 2021 | $752,000 | +22.1% | 6,373 | +9.5% | 0.16% | +11.8% |
| Q4 2020 | $616,000 | +7.9% | 5,819 | -5.8% | 0.14% | -8.9% |
| Q3 2020 | $571,000 | +15.6% | 6,175 | +13.9% | 0.16% | +6.8% |
| Q2 2020 | $494,000 | +26.7% | 5,421 | +11.0% | 0.15% | +10.4% |
| Q1 2020 | $390,000 | -27.1% | 4,884 | -1.9% | 0.13% | +4.7% |
| Q4 2019 | $535,000 | -31.8% | 4,977 | -34.9% | 0.13% | -33.7% |
| Q3 2019 | $784,000 | – | 7,643 | – | 0.19% | – |
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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% |