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 2022 | $1,047,000 | -6.0% | 9,389 | 0.0% | 0.05% | -5.8% |
| Q2 2022 | $1,114,000 | -7.4% | 9,389 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $1,203,000 | +1.3% | 9,389 | +2.2% | 0.05% | -8.8% |
| Q4 2021 | $1,187,000 | +10.5% | 9,189 | +0.6% | 0.06% | -3.4% |
| Q3 2021 | $1,074,000 | -3.8% | 9,136 | 0.0% | 0.06% | -7.8% |
| Q2 2021 | $1,117,000 | +3.6% | 9,136 | 0.0% | 0.06% | -13.5% |
| Q1 2021 | $1,078,000 | +10.6% | 9,136 | -0.7% | 0.07% | +7.2% |
| Q4 2020 | $975,000 | +24.8% | 9,200 | +8.8% | 0.07% | +9.5% |
| Q3 2020 | $781,000 | +1.4% | 8,456 | +0.2% | 0.06% | -3.1% |
| Q2 2020 | $770,000 | +8.9% | 8,441 | -4.6% | 0.06% | -4.4% |
| Q1 2020 | $707,000 | -27.0% | 8,851 | -1.6% | 0.07% | -8.1% |
| Q4 2019 | $968,000 | +8.5% | 8,996 | +3.4% | 0.07% | 0.0% |
| Q3 2019 | $892,000 | +1.8% | 8,696 | +0.1% | 0.07% | +1.4% |
| Q2 2019 | $876,000 | -2.3% | 8,686 | -3.7% | 0.07% | -15.1% |
| Q1 2019 | $897,000 | +31.5% | 9,021 | +29.4% | 0.09% | +21.1% |
| Q4 2018 | $682,000 | +2.9% | 6,969 | +3.0% | 0.07% | +22.4% |
| Q3 2018 | $663,000 | +4.1% | 6,769 | -1.5% | 0.06% | -1.7% |
| Q2 2018 | $637,000 | +0.8% | 6,869 | -0.9% | 0.06% | 0.0% |
| Q1 2018 | $632,000 | -37.5% | 6,931 | -35.3% | 0.06% | -35.2% |
| Q4 2017 | $1,012,000 | -5.4% | 10,715 | -8.5% | 0.09% | -16.5% |
| Q3 2017 | $1,070,000 | +11.6% | 11,715 | +8.6% | 0.11% | +7.9% |
| Q2 2017 | $959,000 | +0.8% | 10,790 | +0.0% | 0.10% | 0.0% |
| Q1 2017 | $951,000 | +7.7% | 10,785 | +4.4% | 0.10% | +2.0% |
| Q4 2016 | $883,000 | +10.7% | 10,326 | +9.2% | 0.10% | +6.5% |
| Q3 2016 | $798,000 | -5.9% | 9,456 | -6.4% | 0.09% | -8.8% |
| Q2 2016 | $848,000 | +9.1% | 10,099 | +3.9% | 0.10% | +6.2% |
| Q1 2016 | $777,000 | +10.4% | 9,724 | +1.6% | 0.10% | +7.9% |
| Q4 2015 | $704,000 | +1.9% | 9,574 | 0.0% | 0.09% | -5.3% |
| Q3 2015 | $691,000 | +0.4% | 9,574 | +6.0% | 0.09% | +8.0% |
| Q2 2015 | $688,000 | +77.8% | 9,034 | +82.8% | 0.09% | +81.2% |
| Q1 2015 | $387,000 | +8.1% | 4,943 | +8.8% | 0.05% | +6.7% |
| Q4 2014 | $358,000 | +15.5% | 4,543 | +9.7% | 0.04% | +9.8% |
| Q3 2014 | $310,000 | +35.4% | 4,143 | +38.6% | 0.04% | +36.7% |
| Q2 2014 | $229,000 | +4.1% | 2,990 | 0.0% | 0.03% | +3.4% |
| Q1 2014 | $220,000 | +7.3% | 2,990 | +6.1% | 0.03% | 0.0% |
| Q4 2013 | $205,000 | – | 2,818 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |