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 | $551,441 | -7.6% | 4,795 | -1.5% | 0.04% | -7.5% |
| Q2 2023 | $596,598 | +1.2% | 4,867 | +2.2% | 0.04% | -2.4% |
| Q1 2023 | $589,357 | -5.7% | 4,764 | -4.6% | 0.04% | -6.8% |
| Q4 2022 | $625,094 | +7.0% | 4,996 | -4.6% | 0.04% | -2.2% |
| Q3 2022 | $584,000 | -8.6% | 5,239 | -2.8% | 0.04% | -2.2% |
| Q2 2022 | $639,000 | -5.3% | 5,388 | +2.3% | 0.05% | +9.5% |
| Q1 2022 | $675,000 | -0.6% | 5,268 | +0.2% | 0.04% | 0.0% |
| Q4 2021 | $679,000 | +10.0% | 5,257 | +0.5% | 0.04% | +7.7% |
| Q3 2021 | $617,000 | -3.6% | 5,232 | -0.1% | 0.04% | -13.3% |
| Q2 2021 | $640,000 | -2.0% | 5,237 | -5.1% | 0.04% | -10.0% |
| Q1 2021 | $653,000 | +26.6% | 5,521 | +13.2% | 0.05% | +16.3% |
| Q4 2020 | $516,000 | -10.6% | 4,878 | -21.7% | 0.04% | -20.4% |
| Q3 2020 | $577,000 | -8.8% | 6,233 | -10.4% | 0.05% | -19.4% |
| Q2 2020 | $633,000 | +10.7% | 6,953 | -3.1% | 0.07% | -19.3% |
| Q1 2020 | $572,000 | -30.8% | 7,172 | -6.5% | 0.08% | 0.0% |
| Q4 2019 | $827,000 | +6.0% | 7,671 | +0.7% | 0.08% | -3.5% |
| Q3 2019 | $780,000 | -1.9% | 7,615 | -3.7% | 0.09% | -14.9% |
| Q2 2019 | $795,000 | +15.1% | 7,906 | +14.0% | 0.10% | +7.4% |
| Q1 2019 | $691,000 | +34.2% | 6,933 | +20.2% | 0.09% | +16.0% |
| Q4 2018 | $515,000 | -19.3% | 5,767 | -11.7% | 0.08% | +3.8% |
| Q3 2018 | $638,000 | -11.9% | 6,531 | -16.5% | 0.08% | -20.4% |
| Q2 2018 | $724,000 | -52.6% | 7,824 | -53.3% | 0.10% | -51.5% |
| Q1 2018 | $1,529,000 | -11.1% | 16,763 | -8.1% | 0.20% | -11.4% |
| Q4 2017 | $1,719,000 | -0.8% | 18,248 | -4.2% | 0.23% | -8.8% |
| Q3 2017 | $1,732,000 | -7.8% | 19,057 | -9.8% | 0.25% | -19.9% |
| Q2 2017 | $1,878,000 | -1.3% | 21,120 | -2.1% | 0.31% | -2.8% |
| Q1 2017 | $1,902,000 | +4.5% | 21,563 | +1.7% | 0.32% | +7.0% |
| Q4 2016 | $1,820,000 | +19.7% | 21,194 | +17.2% | 0.30% | +18.1% |
| Q3 2016 | $1,520,000 | +13.1% | 18,077 | +12.7% | 0.25% | +7.6% |
| Q2 2016 | $1,344,000 | +41.9% | 16,033 | +35.2% | 0.24% | +38.0% |
| Q1 2016 | $947,000 | +30.3% | 11,856 | +20.0% | 0.17% | +28.6% |
| Q4 2015 | $727,000 | -13.0% | 9,882 | -14.8% | 0.13% | -13.6% |
| Q3 2015 | $836,000 | -15.0% | 11,603 | -10.1% | 0.15% | -3.8% |
| Q2 2015 | $984,000 | -4.4% | 12,902 | -2.2% | 0.16% | -7.0% |
| Q1 2015 | $1,029,000 | -0.6% | 13,187 | +0.5% | 0.17% | -1.7% |
| Q4 2014 | $1,035,000 | -18.1% | 13,123 | -22.2% | 0.18% | -18.6% |
| Q3 2014 | $1,264,000 | -4.2% | 16,872 | -2.0% | 0.22% | -3.2% |
| Q2 2014 | $1,319,000 | – | 17,218 | – | 0.22% | – |
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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% |