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% | – |
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% |