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 | $1,182,143 | -7.2% | 10,271 | -1.2% | 0.16% | -5.3% |
| Q2 2023 | $1,274,488 | -3.0% | 10,397 | -2.1% | 0.17% | -10.0% |
| Q1 2023 | $1,314,291 | -45.4% | 10,624 | -44.8% | 0.19% | -23.7% |
| Q4 2022 | $2,408,396 | +122.4% | 19,250 | +98.2% | 0.25% | +6.9% |
| Q3 2022 | $1,083,000 | -8.2% | 9,710 | -2.3% | 0.23% | +119.8% |
| Q2 2022 | $1,180,000 | -2.2% | 9,941 | +5.6% | 0.11% | -51.4% |
| Q1 2022 | $1,206,000 | -3.4% | 9,412 | -2.7% | 0.22% | 0.0% |
| Q4 2021 | $1,249,000 | +7.2% | 9,672 | -2.4% | 0.22% | +5.3% |
| Q3 2021 | $1,165,000 | -0.1% | 9,911 | +3.9% | 0.21% | -4.2% |
| Q2 2021 | $1,166,000 | -40.4% | 9,535 | -45.4% | 0.22% | +20.0% |
| Q1 2021 | $1,957,000 | +112.0% | 17,474 | +100.5% | 0.18% | +7.1% |
| Q4 2020 | $923,000 | +42.9% | 8,717 | +24.8% | 0.17% | +4.3% |
| Q3 2020 | $646,000 | +1.9% | 6,986 | +0.4% | 0.16% | +5.9% |
| Q2 2020 | $634,000 | +17.4% | 6,955 | +2.8% | 0.15% | -7.9% |
| Q1 2020 | $540,000 | – | 6,764 | – | 0.16% | – |
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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% |