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 | $21,277 | -6.2% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,677 | -0.9% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,886 | +99404.3% | 185 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $23 | -99.9% | 185 | -40.1% | 0.01% | -38.1% |
| Q3 2022 | $35,000 | -5.4% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $37,000 | -7.5% | 309 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $40,000 | 0.0% | 309 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $40,000 | +11.1% | 309 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | -5.3% | 309 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $38,000 | +153.3% | 309 | +149.2% | 0.02% | +150.0% |
| Q1 2021 | $15,000 | +15.4% | 124 | +0.8% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +550.0% | 123 | +392.0% | 0.01% | +300.0% |
| Q1 2020 | $2,000 | 0.0% | 25 | +66.7% | 0.00% | +100.0% |
| Q4 2019 | $2,000 | – | 15 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |