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 | $373,049 | -8.4% | 3,280 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $407,100 | +2.2% | 3,280 | +1.9% | 0.02% | -4.0% |
| Q1 2023 | $398,151 | -1.1% | 3,218 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $402,656 | +12.2% | 3,218 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $359,000 | -8.2% | 3,218 | -2.2% | 0.03% | -3.4% |
| Q2 2022 | $391,000 | -7.1% | 3,292 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $421,000 | -0.7% | 3,286 | +0.2% | 0.03% | -6.7% |
| Q4 2021 | $424,000 | +10.1% | 3,280 | +0.2% | 0.03% | -3.2% |
| Q3 2021 | $385,000 | -3.5% | 3,273 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $399,000 | +3.6% | 3,266 | +0.2% | 0.03% | -3.0% |
| Q1 2021 | $385,000 | – | 3,260 | – | 0.03% | – |
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% |