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 | $935,837 | -6.2% | 8,137 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $997,434 | -1.6% | 8,137 | -0.7% | 0.09% | -6.2% |
| Q1 2023 | $1,013,433 | +14.6% | 8,192 | +15.9% | 0.10% | +10.3% |
| Q4 2022 | $884,403 | -2.1% | 7,069 | -12.7% | 0.09% | -12.1% |
| Q3 2022 | $903,000 | -6.6% | 8,095 | -0.6% | 0.10% | -2.9% |
| Q2 2022 | $967,000 | -8.2% | 8,147 | -0.9% | 0.10% | +3.0% |
| Q1 2022 | $1,053,000 | -0.8% | 8,217 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $1,061,000 | +0.5% | 8,217 | -8.6% | 0.10% | -7.4% |
| Q3 2021 | $1,056,000 | +2540.0% | 8,987 | +2665.2% | 0.11% | +1700.0% |
| Q2 2021 | $40,000 | +14.3% | 325 | +8.3% | 0.01% | -14.3% |
| Q1 2021 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | +14.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | – | 300 | – | 0.01% | – |
Download | ||||||
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% |