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 | $2,190,515 | -31.0% | 19,046 | -26.4% | 0.09% | -18.4% |
Q2 2023 | $3,173,589 | +2.6% | 25,890 | +3.5% | 0.11% | -5.0% |
Q1 2023 | $3,094,206 | -1.3% | 25,012 | -0.1% | 0.12% | -8.4% |
Q4 2022 | $3,133,458 | +22.5% | 25,046 | +9.2% | 0.13% | +12.9% |
Q3 2022 | $2,557,000 | -3.3% | 22,940 | +3.0% | 0.12% | -2.5% |
Q2 2022 | $2,643,000 | -5.5% | 22,271 | +2.0% | 0.12% | +6.2% |
Q1 2022 | $2,797,000 | +14.6% | 21,834 | +15.5% | 0.11% | -10.4% |
Q4 2021 | $2,440,000 | +52.2% | 18,900 | +44.1% | 0.12% | +56.2% |
Q2 2021 | $1,603,372 | +5.4% | 13,112 | +1.7% | 0.08% | -8.0% |
Q1 2021 | $1,521,678 | +13.6% | 12,892 | +2.0% | 0.09% | -1.1% |
Q4 2020 | $1,339,198 | +19.8% | 12,642 | +4.5% | 0.09% | -2.2% |
Q3 2020 | $1,118,252 | +10.4% | 12,102 | +9.0% | 0.09% | +3.4% |
Q2 2020 | $1,012,529 | +19.4% | 11,102 | +4.5% | 0.09% | -5.4% |
Q1 2020 | $848,297 | -23.3% | 10,622 | +3.3% | 0.09% | -2.1% |
Q4 2019 | $1,106,174 | +9.6% | 10,283 | +4.6% | 0.09% | -3.1% |
Q3 2019 | $1,008,896 | +13.8% | 9,833 | -46.6% | 0.10% | +21.2% |
Q2 2019 | $886,722 | +19.0% | 18,412 | +145.7% | 0.08% | -1.2% |
Q1 2019 | $744,909 | +30.4% | 7,493 | +17.4% | 0.08% | +9.5% |
Q4 2018 | $571,317 | +12.7% | 6,382 | +23.3% | 0.07% | +27.6% |
Q3 2018 | $507,082 | +33.0% | 5,178 | +25.9% | 0.06% | +18.4% |
Q2 2018 | $381,182 | +54.1% | 4,112 | +51.6% | 0.05% | +36.1% |
Q1 2018 | $247,334 | +8.5% | 2,712 | +12.4% | 0.04% | +9.1% |
Q4 2017 | $227,886 | – | 2,412 | – | 0.03% | – |
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% |