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 | $1,756,518 | -6.2% | 15,273 | +0.0% | 1.32% | -2.2% |
| Q2 2023 | $1,871,861 | -0.9% | 15,271 | +0.0% | 1.35% | -4.0% |
| Q1 2023 | $1,888,841 | -2.7% | 15,268 | -1.6% | 1.41% | -3.8% |
| Q4 2022 | $1,941,249 | +9.6% | 15,516 | -2.3% | 1.46% | -6.2% |
| Q3 2022 | $1,771,000 | -6.0% | 15,880 | +0.0% | 1.56% | +4.1% |
| Q2 2022 | $1,885,000 | -8.2% | 15,878 | -1.0% | 1.50% | +7.1% |
| Q1 2022 | $2,054,000 | -0.8% | 16,031 | +0.0% | 1.40% | +3.6% |
| Q4 2021 | $2,070,000 | +9.5% | 16,029 | +0.0% | 1.35% | -10.2% |
| Q1 2021 | $1,891,000 | -15.8% | 16,022 | -24.5% | 1.50% | -11.3% |
| Q4 2020 | $2,247,000 | +13.0% | 21,210 | -1.4% | 1.70% | -10.5% |
| Q3 2020 | $1,988,000 | +14.5% | 21,517 | -1.0% | 1.89% | -10.3% |
| Q1 2020 | $1,736,000 | -25.8% | 21,742 | -0.1% | 2.11% | +21.0% |
| Q4 2019 | $2,341,000 | – | 21,763 | – | 1.74% | – |
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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% |