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 | $1,439,028 | +100.5% | 12,512 | +113.7% | 0.19% | +6.8% |
| Q2 2023 | $717,706 | -2.2% | 5,855 | -1.3% | 0.18% | -4.8% |
| Q1 2023 | $734,000 | -1.1% | 5,930 | 0.0% | 0.19% | -11.8% |
| Q4 2022 | $742,000 | -99.9% | 5,930 | 0.0% | 0.21% | +5.5% |
| Q3 2022 | $661,000,000 | -6.1% | 5,930 | 0.0% | 0.20% | -4.3% |
| Q2 2022 | $704,000,000 | -7.4% | 5,930 | 0.0% | 0.21% | +14.2% |
| Q1 2022 | $760,000,000 | +24.0% | 5,930 | +24.9% | 0.18% | +47.6% |
| Q4 2021 | $613,000,000 | +0.3% | 4,747 | -8.7% | 0.12% | +4.2% |
| Q3 2021 | $611,000,000 | -3.8% | 5,197 | 0.0% | 0.12% | -8.5% |
| Q2 2021 | $635,000,000 | +3.6% | 5,197 | 0.0% | 0.13% | -5.8% |
| Q1 2021 | $613,000,000 | +11.3% | 5,197 | 0.0% | 0.14% | +1.5% |
| Q4 2020 | $551,000,000 | +14.8% | 5,197 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $480,000,000 | -0.2% | 5,197 | -1.4% | 0.14% | -10.5% |
| Q2 2020 | $481,000,000 | +12.1% | 5,272 | -1.9% | 0.15% | -3.8% |
| Q1 2020 | $429,008,000 | +74122.8% | 5,372 | 0.0% | 0.16% | -1.9% |
| Q4 2019 | $578,000 | – | 5,372 | – | 0.16% | – |
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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% |