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 | $1,591,853 | -2.1% | 13,841 | +4.4% | 0.42% | +1.5% |
| Q2 2023 | $1,625,411 | +7.3% | 13,260 | +8.3% | 0.41% | +4.3% |
| Q1 2023 | $1,514,458 | +11.2% | 12,242 | +12.5% | 0.39% | +6.8% |
| Q4 2022 | $1,361,572 | +31.6% | 10,883 | +17.3% | 0.37% | +16.1% |
| Q3 2022 | $1,035,000 | +21.2% | 9,279 | +29.0% | 0.32% | +23.3% |
| Q2 2022 | $854,000 | +49.8% | 7,194 | +61.6% | 0.26% | +59.6% |
| Q1 2022 | $570,000 | +5081.8% | 4,451 | +4099.1% | 0.16% | +3925.0% |
| Q4 2020 | $11,000 | +10.0% | 106 | +1.0% | 0.00% | -20.0% |
| Q3 2020 | $10,000 | +11.1% | 105 | +1.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 104 | +1.0% | 0.01% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 103 | +1.0% | 0.01% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 102 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 101 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 101 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | – | 100 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |