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 | $1,892,580 | -8.2% | 16,456 | -2.1% | 0.22% | -6.8% |
| Q2 2023 | $2,060,911 | -1.2% | 16,813 | -0.3% | 0.24% | -2.5% |
| Q1 2023 | $2,085,922 | -2.2% | 16,861 | -1.0% | 0.24% | -2.4% |
| Q4 2022 | $2,131,797 | +8.0% | 17,039 | -3.7% | 0.25% | -1.6% |
| Q3 2022 | $1,973,000 | -13.1% | 17,697 | -7.5% | 0.25% | -8.7% |
| Q2 2022 | $2,270,000 | -6.4% | 19,125 | +1.0% | 0.28% | +4.6% |
| Q1 2022 | $2,426,000 | +4.2% | 18,935 | +5.0% | 0.26% | +12.9% |
| Q4 2021 | $2,329,000 | +11.3% | 18,040 | +1.3% | 0.23% | -44.0% |
| Q3 2021 | $2,093,000 | -3.0% | 17,803 | +0.9% | 0.42% | -2.3% |
| Q2 2021 | $2,157,000 | +5.0% | 17,638 | +1.4% | 0.43% | -1.4% |
| Q1 2021 | $2,054,000 | +18.4% | 17,401 | +6.3% | 0.43% | +11.3% |
| Q4 2020 | $1,735,000 | +16.2% | 16,377 | +1.4% | 0.39% | +3.7% |
| Q3 2020 | $1,493,000 | +6.9% | 16,158 | +5.5% | 0.37% | -0.8% |
| Q2 2020 | $1,397,000 | +35.2% | 15,321 | +18.4% | 0.38% | +17.8% |
| Q1 2020 | $1,033,000 | +58.2% | 12,936 | +113.2% | 0.32% | +90.5% |
| Q4 2019 | $653,000 | – | 6,067 | – | 0.17% | – |
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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% |