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 | $1,026,168 | -8.6% | 8,922 | -2.6% | 0.39% | -5.1% |
| Q2 2023 | $1,122,378 | -0.5% | 9,156 | +0.4% | 0.41% | -3.9% |
| Q1 2023 | $1,128,227 | -0.8% | 9,120 | +0.4% | 0.43% | -7.7% |
| Q4 2022 | $1,136,991 | +5.9% | 9,088 | +0.4% | 0.47% | -10.0% |
| Q3 2022 | $1,074,000 | 0.0% | 9,050 | 0.0% | 0.52% | +16.4% |
| Q2 2022 | $1,074,000 | -7.3% | 9,050 | 0.0% | 0.45% | +5.4% |
| Q1 2022 | $1,159,000 | -2.4% | 9,050 | -1.6% | 0.42% | -8.6% |
| Q4 2021 | $1,188,000 | +9.9% | 9,200 | 0.0% | 0.46% | -2.5% |
| Q3 2021 | $1,081,000 | -5.9% | 9,200 | -2.1% | 0.48% | -5.0% |
| Q2 2021 | $1,149,000 | +3.6% | 9,400 | 0.0% | 0.50% | -5.3% |
| Q1 2021 | $1,109,000 | +7.0% | 9,400 | -3.9% | 0.53% | +1.1% |
| Q4 2020 | $1,036,000 | +8.8% | 9,780 | -5.0% | 0.52% | -8.1% |
| Q3 2020 | $952,000 | -1.6% | 10,300 | -2.8% | 0.57% | -11.0% |
| Q2 2020 | $967,000 | -7.3% | 10,602 | -18.8% | 0.64% | -24.1% |
| Q1 2020 | $1,043,000 | -34.2% | 13,056 | -11.3% | 0.84% | -16.7% |
| Q4 2019 | $1,584,000 | – | 14,724 | – | 1.01% | – |
Download | ||||||
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% |