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 | $786,937 | -13.8% | 6,842 | -8.1% | 0.11% | -12.9% |
Q2 2023 | $912,694 | +0.4% | 7,446 | +1.3% | 0.12% | -0.8% |
Q1 2023 | $909,390 | -2.2% | 7,351 | -1.1% | 0.12% | -7.4% |
Q4 2022 | $929,524 | +14.1% | 7,430 | +1.6% | 0.14% | +4.7% |
Q3 2022 | $815,000 | -13.7% | 7,310 | -8.1% | 0.13% | -9.2% |
Q2 2022 | $944,000 | -10.1% | 7,956 | -3.0% | 0.14% | -0.7% |
Q1 2022 | $1,050,000 | -7.7% | 8,199 | -7.0% | 0.14% | -5.9% |
Q4 2021 | $1,138,000 | -9.3% | 8,816 | -17.4% | 0.15% | -18.7% |
Q3 2021 | $1,255,000 | -16.8% | 10,674 | -13.5% | 0.19% | -18.0% |
Q2 2021 | $1,508,000 | +3.0% | 12,335 | -0.5% | 0.23% | -7.7% |
Q1 2021 | $1,464,000 | -8.0% | 12,401 | -17.5% | 0.25% | -20.3% |
Q4 2020 | $1,592,000 | +16.0% | 15,027 | +1.2% | 0.31% | -6.6% |
Q3 2020 | $1,373,000 | -3.6% | 14,856 | -4.9% | 0.33% | -29.5% |
Q2 2020 | $1,424,000 | +6.0% | 15,616 | -1.1% | 0.47% | -0.8% |
Q1 2020 | $1,343,000 | -58.4% | 15,795 | -48.1% | 0.48% | -50.3% |
Q4 2019 | $3,226,000 | +3.9% | 30,457 | +0.6% | 0.96% | -13.0% |
Q3 2019 | $3,105,000 | +106.9% | 30,261 | +107.5% | 1.10% | +90.8% |
Q2 2019 | $1,501,000 | +109.6% | 14,585 | +102.4% | 0.58% | +97.9% |
Q1 2019 | $716,000 | +86.9% | 7,205 | +68.5% | 0.29% | +55.6% |
Q4 2018 | $383,000 | -69.9% | 4,275 | -67.1% | 0.19% | -47.9% |
Q3 2018 | $1,273,000 | +5.4% | 13,002 | -0.2% | 0.36% | -3.8% |
Q2 2018 | $1,208,000 | +0.3% | 13,026 | -1.4% | 0.37% | -10.8% |
Q1 2018 | $1,204,000 | -2.4% | 13,205 | +1.1% | 0.42% | -5.4% |
Q4 2017 | $1,234,000 | +6.7% | 13,059 | +3.2% | 0.44% | -3.7% |
Q3 2017 | $1,156,000 | +2.5% | 12,660 | -0.2% | 0.46% | -4.8% |
Q2 2017 | $1,128,000 | +2.3% | 12,686 | +1.4% | 0.48% | -3.0% |
Q1 2017 | $1,103,000 | +25.9% | 12,515 | +22.3% | 0.50% | +20.9% |
Q4 2016 | $876,000 | +8.1% | 10,236 | +6.5% | 0.41% | +0.7% |
Q3 2016 | $810,000 | +33.7% | 9,607 | +33.1% | 0.41% | +31.2% |
Q2 2016 | $606,000 | +19.5% | 7,218 | +13.7% | 0.31% | +8.0% |
Q1 2016 | $507,000 | +8.8% | 6,346 | +0.1% | 0.29% | +22.0% |
Q4 2015 | $466,000 | – | 6,337 | – | 0.24% | – |
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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% |