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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $791,000 | +9.0% | 6,122 | -0.9% | 0.37% | -4.2% |
| Q3 2021 | $726,000 | -4.0% | 6,180 | 0.0% | 0.38% | -5.4% |
| Q2 2021 | $756,000 | +1.6% | 6,180 | -1.9% | 0.41% | -6.7% |
| Q1 2021 | $744,000 | +11.5% | 6,299 | 0.0% | 0.44% | -1.4% |
| Q4 2020 | $667,000 | +18.7% | 6,299 | +3.6% | 0.44% | +5.0% |
| Q3 2020 | $562,000 | -0.4% | 6,079 | -1.6% | 0.42% | -9.5% |
| Q2 2020 | $564,000 | +14.4% | 6,179 | 0.0% | 0.46% | -6.8% |
| Q1 2020 | $493,000 | -53.2% | 6,179 | -36.9% | 0.50% | -41.9% |
| Q4 2019 | $1,053,000 | – | 9,790 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |