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 | $221,564 | +0.8% | 1,926 | +7.5% | 0.02% | +4.5% |
| Q2 2023 | $219,852 | -98.9% | 1,792 | -99.7% | 0.02% | -98.1% |
| Q1 2023 | $20,605,284 | +438.3% | 582,708 | +1804.6% | 1.15% | +571.9% |
| Q4 2022 | $3,827,732 | +52.7% | 30,595 | +36.1% | 0.17% | +15.5% |
| Q3 2022 | $2,507,000 | +811.6% | 22,481 | +885.6% | 0.15% | +516.7% |
| Q2 2022 | $275,000 | -82.0% | 2,281 | -80.9% | 0.02% | -72.1% |
| Q1 2022 | $1,527,000 | +323.0% | 11,920 | +325.9% | 0.09% | +177.4% |
| Q4 2021 | $361,000 | -97.1% | 2,799 | -97.3% | 0.03% | -96.9% |
| Q1 2021 | $12,345,000 | +159.1% | 104,595 | +132.6% | 0.99% | +124.3% |
| Q4 2020 | $4,764,000 | – | 44,971 | – | 0.44% | – |
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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% |