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 | $20,127 | -2.9% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $20,727 | -4.3% | 175 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $21,649 | -1.1% | 175 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $21,894 | +9.5% | 175 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $20,000 | -4.8% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 175 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $22,000 | -4.3% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | +9.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $21,000 | 0.0% | 175 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $21,000 | +10.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $19,000 | -5.0% | 175 | -12.5% | 0.01% | -13.3% |
| Q1 2019 | $20,000 | +11.1% | 200 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $18,000 | -10.0% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $20,000 | +5.3% | 200 | 0.0% | 0.02% | +7.1% |
| Q2 2018 | $19,000 | – | 200 | – | 0.01% | – |
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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% |