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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $5,000 | -64.3% | 48 | -68.2% | 0.00% | -70.0% |
| Q3 2020 | $14,000 | +7.7% | 151 | +0.7% | 0.01% | -9.1% |
| Q2 2020 | $13,000 | -13.3% | 150 | -21.5% | 0.01% | -26.7% |
| Q1 2020 | $15,000 | -25.0% | 191 | +0.5% | 0.02% | -11.8% |
| Q4 2019 | $20,000 | +5.3% | 190 | +0.5% | 0.02% | -26.1% |
| Q3 2019 | $19,000 | +375.0% | 189 | +320.0% | 0.02% | +360.0% |
| Q2 2019 | $4,000 | -20.0% | 45 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $5,000 | – | 45 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |