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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $538,000 | +1.9% | 4,198 | +2.6% | 0.10% | +15.4% |
| Q4 2021 | $528,000 | -38.6% | 4,090 | -49.6% | 0.09% | -63.5% |
| Q4 2020 | $860,000 | -48.8% | 8,119 | -55.4% | 0.25% | -55.7% |
| Q3 2020 | $1,681,000 | -7.5% | 18,194 | -8.7% | 0.56% | +20.3% |
| Q2 2020 | $1,818,000 | +5409.1% | 19,936 | +4774.3% | 0.47% | +3013.3% |
| Q1 2020 | $33,000 | -98.5% | 409 | -98.2% | 0.02% | -98.0% |
| Q3 2019 | $2,270,000 | -6.7% | 22,128 | -8.3% | 0.75% | -3.0% |
| Q2 2019 | $2,433,000 | +7.5% | 24,124 | +6.0% | 0.77% | +2.1% |
| Q1 2019 | $2,263,000 | – | 22,765 | – | 0.76% | – |
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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% |