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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $303,090 | -1.1% | 2,450 | 0.0% | 0.05% | -1.8% |
| Q4 2022 | $306,520 | +12.3% | 2,450 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $273,000 | -6.2% | 2,450 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $291,000 | -8.2% | 2,450 | -1.0% | 0.06% | +14.6% |
| Q1 2022 | $317,000 | -7.3% | 2,475 | -6.6% | 0.05% | -9.4% |
| Q4 2021 | $342,000 | +7.9% | 2,651 | -1.8% | 0.05% | -3.6% |
| Q3 2021 | $317,000 | -3.9% | 2,700 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $330,000 | +3.4% | 2,700 | 0.0% | 0.06% | -3.4% |
| Q1 2021 | $319,000 | +19.5% | 2,700 | +6.9% | 0.06% | +9.4% |
| Q4 2020 | $267,000 | – | 2,525 | – | 0.05% | – |
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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% |