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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $17 | -10.5% | 152 | 0.0% | 0.02% | -9.5% |
Q2 2023 | $19 | 0.0% | 152 | 0.0% | 0.02% | -12.5% |
Q1 2023 | $19 | 0.0% | 152 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $19 | -99.9% | 152 | -26.6% | 0.02% | -20.7% |
Q3 2022 | $23,000 | -8.0% | 207 | 0.0% | 0.03% | -6.5% |
Q2 2022 | $25,000 | -7.4% | 207 | 0.0% | 0.03% | +6.9% |
Q1 2022 | $27,000 | -3.6% | 207 | -4.6% | 0.03% | +3.6% |
Q4 2021 | $28,000 | +7.7% | 217 | 0.0% | 0.03% | -3.4% |
Q3 2021 | $26,000 | -3.7% | 217 | 0.0% | 0.03% | +7.4% |
Q2 2021 | $27,000 | +3.8% | 217 | 0.0% | 0.03% | +22.7% |
Q1 2021 | $26,000 | -65.8% | 217 | -69.7% | 0.02% | -65.1% |
Q4 2020 | $76,000 | -32.1% | 717 | -41.1% | 0.06% | -41.7% |
Q3 2020 | $112,000 | -27.7% | 1,217 | -28.4% | 0.11% | -25.0% |
Q2 2020 | $155,000 | +14.0% | 1,699 | 0.0% | 0.14% | +1.4% |
Q1 2020 | $136,000 | -25.7% | 1,699 | 0.0% | 0.14% | -3.4% |
Q4 2019 | $183,000 | +3.4% | 1,699 | -1.4% | 0.15% | +1.4% |
Q3 2019 | $177,000 | +1.7% | 1,723 | 0.0% | 0.14% | +6.6% |
Q2 2019 | $174,000 | +1.8% | 1,723 | 0.0% | 0.14% | -0.7% |
Q1 2019 | $171,000 | -14.1% | 1,723 | -22.7% | 0.14% | -22.2% |
Q4 2018 | $199,000 | -25.7% | 2,228 | -18.4% | 0.18% | -12.4% |
Q3 2018 | $268,000 | +5.9% | 2,732 | 0.0% | 0.20% | +8.1% |
Q2 2018 | $253,000 | +1.6% | 2,732 | 0.0% | 0.19% | -7.9% |
Q1 2018 | $249,000 | -3.5% | 2,732 | 0.0% | 0.20% | +2.0% |
Q4 2017 | $258,000 | – | 2,732 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |