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 | $790,694 | -6.2% | 6,875 | -0.0% | 0.08% | -8.4% |
| Q2 2023 | $843,105 | -0.9% | 6,878 | +0.0% | 0.08% | -10.8% |
| Q1 2023 | $850,506 | -1.1% | 6,875 | 0.0% | 0.09% | -10.6% |
| Q4 2022 | $860,131 | +5.9% | 6,875 | 0.0% | 0.10% | +1.0% |
| Q3 2022 | $812,000 | -0.2% | 6,875 | 0.0% | 0.10% | -10.4% |
| Q2 2022 | $814,000 | -7.6% | 6,875 | 0.0% | 0.12% | -11.5% |
| Q1 2022 | $881,000 | -0.8% | 6,875 | 0.0% | 0.13% | -11.0% |
| Q4 2021 | $888,000 | +9.9% | 6,875 | 0.0% | 0.15% | 0.0% |
| Q3 2021 | $808,000 | -3.9% | 6,875 | 0.0% | 0.15% | -25.1% |
| Q2 2021 | $841,000 | +3.7% | 6,875 | 0.0% | 0.20% | -46.3% |
| Q1 2021 | $811,000 | +11.4% | 6,875 | 0.0% | 0.36% | -41.8% |
| Q4 2020 | $728,000 | +14.6% | 6,875 | 0.0% | 0.62% | +22.6% |
| Q3 2020 | $635,000 | +1.3% | 6,875 | 0.0% | 0.51% | -21.9% |
| Q2 2020 | $627,000 | +14.2% | 6,875 | 0.0% | 0.65% | -28.2% |
| Q1 2020 | $549,000 | -37.2% | 6,875 | -15.4% | 0.91% | -7.3% |
| Q4 2019 | $874,000 | – | 8,123 | – | 0.98% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |