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 | $1,211,343 | -6.2% | 10,533 | 0.0% | 0.43% | -3.4% |
Q2 2023 | $1,291,074 | -0.9% | 10,533 | 0.0% | 0.44% | -7.1% |
Q1 2023 | $1,302,976 | -4.4% | 10,533 | -3.3% | 0.48% | -8.1% |
Q4 2022 | $1,362,448 | +10.1% | 10,890 | -2.0% | 0.52% | -0.6% |
Q3 2022 | $1,238,000 | -2.3% | 11,110 | +4.0% | 0.52% | +5.0% |
Q2 2022 | $1,267,000 | -12.6% | 10,680 | -5.6% | 0.50% | -0.2% |
Q1 2022 | $1,449,000 | -11.8% | 11,314 | -11.1% | 0.50% | -7.8% |
Q4 2021 | $1,643,000 | +8.0% | 12,726 | -1.6% | 0.54% | -2.0% |
Q3 2021 | $1,521,000 | -4.6% | 12,935 | -0.8% | 0.55% | -5.7% |
Q2 2021 | $1,594,000 | +0.1% | 13,035 | -3.4% | 0.58% | -6.3% |
Q1 2021 | $1,593,000 | +11.5% | 13,497 | 0.0% | 0.62% | +6.1% |
Q4 2020 | $1,429,000 | +15.3% | 13,497 | +0.6% | 0.59% | +2.4% |
Q3 2020 | $1,239,000 | -5.3% | 13,417 | -6.5% | 0.57% | -9.9% |
Q2 2020 | $1,308,000 | +47.3% | 14,344 | +28.9% | 0.64% | +31.2% |
Q1 2020 | $888,000 | +982.9% | 11,131 | +1356.9% | 0.48% | +1412.5% |
Q4 2019 | $82,000 | +7.9% | 764 | -2.2% | 0.03% | 0.0% |
Q3 2018 | $76,000 | -67.4% | 781 | -71.8% | 0.03% | -75.8% |
Q3 2016 | $233,000 | +258.5% | 2,768 | +236.7% | 0.13% | +256.8% |
Q4 2014 | $65,000 | – | 822 | – | 0.04% | – |
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% |