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 2021 | $6,979,000 | -4.3% | 59,371 | -0.4% | 0.47% | -4.9% |
| Q2 2021 | $7,291,000 | +2.1% | 59,623 | -1.5% | 0.49% | -5.9% |
| Q1 2021 | $7,144,000 | +16.8% | 60,527 | +4.9% | 0.52% | +11.3% |
| Q4 2020 | $6,114,000 | +6.0% | 57,719 | +1.8% | 0.47% | -6.9% |
| Q3 2020 | $5,770,000 | +10.4% | 56,722 | -1.0% | 0.50% | +0.2% |
| Q2 2020 | $5,225,000 | +7.5% | 57,293 | -5.9% | 0.50% | -9.9% |
| Q1 2020 | $4,862,000 | -28.0% | 60,882 | -3.1% | 0.56% | -11.7% |
| Q4 2019 | $6,756,000 | +6.5% | 62,808 | +1.6% | 0.63% | -6.6% |
| Q3 2019 | $6,344,000 | +0.3% | 61,832 | -1.4% | 0.68% | +2.9% |
| Q2 2019 | $6,326,000 | -2.5% | 62,709 | -3.9% | 0.66% | -7.1% |
| Q1 2019 | $6,488,000 | +6.4% | 65,265 | -4.2% | 0.71% | -6.5% |
| Q4 2018 | $6,099,000 | – | 68,127 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |