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 | $1,299,638 | -6.0% | 11,300 | +0.2% | 0.14% | -9.9% |
Q2 2023 | $1,382,607 | -14.5% | 11,279 | -13.7% | 0.15% | -12.2% |
Q1 2023 | $1,616,670 | -0.4% | 13,068 | +0.8% | 0.17% | -7.0% |
Q4 2022 | $1,622,454 | +19.0% | 12,968 | +6.0% | 0.18% | +17.1% |
Q3 2022 | $1,363,000 | -17.8% | 12,229 | -12.5% | 0.16% | -8.1% |
Q2 2022 | $1,658,000 | -18.6% | 13,973 | -12.1% | 0.17% | -6.0% |
Q1 2022 | $2,036,000 | -16.0% | 15,890 | -15.4% | 0.18% | +0.5% |
Q4 2021 | $2,425,000 | +9.9% | 18,777 | +2.2% | 0.18% | +1.1% |
Q3 2021 | $2,207,000 | -5.5% | 18,375 | -3.8% | 0.18% | -7.7% |
Q2 2021 | $2,335,000 | +4.8% | 19,094 | +1.2% | 0.20% | -3.9% |
Q1 2021 | $2,227,000 | +4.9% | 18,869 | -5.9% | 0.20% | -2.9% |
Q4 2020 | $2,123,000 | +5.1% | 20,042 | -8.3% | 0.21% | -6.7% |
Q3 2020 | $2,020,000 | -6.2% | 21,857 | -7.5% | 0.22% | -12.2% |
Q2 2020 | $2,154,000 | +2.7% | 23,618 | -10.0% | 0.26% | -13.3% |
Q1 2020 | $2,097,000 | -67.9% | 26,255 | -56.8% | 0.29% | -14.8% |
Q4 2019 | $6,534,000 | +171.2% | 60,740 | +158.7% | 0.34% | +5.2% |
Q3 2019 | $2,409,000 | – | 23,479 | – | 0.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |