SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216 | -0.9% | 1,765 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $218 | -6.4% | 1,765 | -5.4% | 0.03% | -11.8% |
| Q4 2022 | $233 | -99.9% | 1,865 | 0.0% | 0.03% | +6.2% |
| Q3 2022 | $208,000 | -5.9% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $221,000 | -7.5% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $239,000 | -0.8% | 1,865 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $241,000 | +11.1% | 1,865 | +1.1% | 0.03% | -3.0% |
| Q3 2021 | $217,000 | -4.0% | 1,845 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $226,000 | +3.7% | 1,845 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $218,000 | +8.5% | 1,845 | -1.3% | 0.04% | -12.5% |
| Q4 2019 | $201,000 | -1.0% | 1,870 | -5.5% | 0.04% | -7.0% |
| Q3 2019 | $203,000 | -84.8% | 1,978 | -88.6% | 0.04% | -90.0% |
| Q3 2016 | $1,334,000 | -4.1% | 17,420 | -1.3% | 0.43% | -7.1% |
| Q4 2014 | $1,391,000 | +10.2% | 17,655 | +4.8% | 0.46% | +11.6% |
| Q3 2014 | $1,262,000 | -5.4% | 16,840 | -3.3% | 0.42% | -3.5% |
| Q2 2014 | $1,334,000 | +3.1% | 17,420 | -1.0% | 0.43% | -4.9% |
| Q1 2014 | $1,294,000 | +0.3% | 17,590 | -1.0% | 0.45% | -1.3% |
| Q4 2013 | $1,290,000 | +2.1% | 17,770 | -3.0% | 0.46% | -3.6% |
| Q3 2013 | $1,263,000 | -0.8% | 18,320 | -4.6% | 0.48% | -6.3% |
| Q2 2013 | $1,273,000 | – | 19,195 | – | 0.51% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |