SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 893 filers reported holding SPDR SERIES TRUST in Q2 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,678 | -3.1% | 139 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $18,242 | +5.0% | 139 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $17,371 | +8.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $15,986 | -39.2% | 139 | -35.0% | 0.00% | -42.9% |
| Q2 2023 | $26,294 | -0.7% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,473 | -1.1% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26,773 | +40.9% | 214 | +19.6% | 0.01% | +40.0% |
| Q3 2022 | $19,000 | -9.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -4.5% | 179 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | +69.2% | 179 | +72.1% | 0.01% | +66.7% |
| Q4 2021 | $13,000 | +8.3% | 104 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +50.0% | 104 | +23.8% | 0.00% | +50.0% |
| Q4 2020 | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 84 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | – | 84 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |