SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 777 filers reported holding SPDR SERIES TRUST in Q1 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,675 | +289.8% | 4,362 | +315.4% | 0.01% | +300.0% |
| Q2 2023 | $128,709 | -0.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $129,896 | -1.1% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $131,366 | +12.3% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $117,000 | +31.5% | 1,050 | +40.0% | 0.00% | +50.0% |
| Q2 2022 | $89,000 | -7.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $96,000 | -1.0% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $97,000 | +10.2% | 750 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -4.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $92,000 | -87.8% | 750 | -88.3% | 0.00% | -90.0% |
| Q1 2021 | $756,000 | +11.3% | 6,409 | 0.0% | 0.02% | +5.3% |
| Q4 2020 | $679,000 | +14.7% | 6,409 | 0.0% | 0.02% | +5.6% |
| Q3 2020 | $592,000 | +770.6% | 6,409 | +754.5% | 0.02% | +800.0% |
| Q2 2020 | $68,000 | -8.1% | 750 | +9.5% | 0.00% | 0.0% |
| Q4 2019 | $74,000 | +5.7% | 685 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $70,000 | +1.4% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $69,000 | – | 685 | – | 0.00% | – |
Download | ||||||
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% |