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 | $2,439,942 | +388.1% | 21,215 | +420.2% | 0.16% | +371.4% |
| Q2 2023 | $499,887 | -4.5% | 4,078 | -3.6% | 0.04% | -12.5% |
| Q1 2023 | $523,175 | -3.8% | 4,229 | -2.8% | 0.04% | -24.5% |
| Q4 2022 | $544,109 | +12.4% | 4,349 | 0.0% | 0.05% | +3.9% |
| Q3 2022 | $484,000 | -1.6% | 4,349 | +4.8% | 0.05% | +10.9% |
| Q2 2022 | $492,000 | -7.3% | 4,149 | 0.0% | 0.05% | +2.2% |
| Q1 2022 | $531,000 | +12.7% | 4,149 | +13.7% | 0.04% | +12.5% |
| Q4 2021 | $471,000 | +31.6% | 3,649 | +19.7% | 0.04% | 0.0% |
| Q3 2021 | $358,000 | -7.7% | 3,049 | -4.1% | 0.04% | -14.9% |
| Q2 2021 | $388,000 | +17.6% | 3,179 | +13.4% | 0.05% | -11.3% |
| Q1 2021 | $330,000 | +11.1% | 2,804 | 0.0% | 0.05% | -14.5% |
| Q4 2020 | $297,000 | +5.3% | 2,804 | -8.2% | 0.06% | -10.1% |
| Q3 2020 | $282,000 | +32.4% | 3,054 | +30.5% | 0.07% | +13.1% |
| Q2 2020 | $213,000 | -4.5% | 2,340 | -16.3% | 0.06% | -19.7% |
| Q1 2020 | $223,000 | – | 2,795 | – | 0.08% | – |
Download | ||||||
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% |