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 | $234,045 | -6.2% | 2,035 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $249,450 | -0.9% | 2,035 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $251,750 | -1.1% | 2,035 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $254,599 | +12.2% | 2,035 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $227,000 | -6.2% | 2,035 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $242,000 | -7.3% | 2,035 | 0.0% | 0.00% | +50.0% |
Q1 2022 | $261,000 | -0.8% | 2,035 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $263,000 | +10.0% | 2,035 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $239,000 | -4.0% | 2,035 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $249,000 | +3.8% | 2,035 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $240,000 | +11.1% | 2,035 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $216,000 | -42.1% | 2,035 | -49.6% | 0.00% | -50.0% |
Q3 2020 | $373,000 | +1.4% | 4,035 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $368,000 | +14.3% | 4,035 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $322,000 | -25.8% | 4,035 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $434,000 | +4.8% | 4,035 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $414,000 | +1.7% | 4,035 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $407,000 | – | 4,035 | – | 0.00% | – |
Download |
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% |