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 | $762,223 | -6.4% | 6,627 | -0.3% | 0.04% | -5.0% |
| Q2 2023 | $814,668 | +10.3% | 6,646 | +11.3% | 0.04% | 0.0% |
| Q1 2023 | $738,647 | +18.5% | 5,971 | +19.9% | 0.04% | +5.3% |
| Q4 2022 | $623,299 | +4.1% | 4,982 | -1.2% | 0.04% | -5.0% |
| Q3 2022 | $599,000 | 0.0% | 5,043 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $599,000 | -12.7% | 5,043 | -5.1% | 0.04% | -2.4% |
| Q4 2021 | $686,000 | -71.1% | 5,313 | -73.7% | 0.04% | -46.1% |
| Q3 2021 | $2,374,000 | -18.1% | 20,193 | -14.8% | 0.08% | -17.4% |
| Q2 2021 | $2,899,000 | +6.4% | 23,709 | +2.7% | 0.09% | -6.1% |
| Q1 2021 | $2,725,000 | – | 23,091 | – | 0.10% | – |
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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% |