SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,874,000 | +0.0% | 41,466 | +4.1% | 0.98% | -3.1% |
| Q2 2021 | $4,873,000 | +6.1% | 39,850 | +2.5% | 1.02% | -2.0% |
| Q1 2021 | $4,591,000 | +15.7% | 38,893 | +3.9% | 1.04% | +4.5% |
| Q4 2020 | $3,967,000 | +15.9% | 37,445 | +1.1% | 0.99% | +0.6% |
| Q3 2020 | $3,423,000 | +0.1% | 37,050 | -1.1% | 0.98% | -10.6% |
| Q2 2020 | $3,418,000 | +21.7% | 37,478 | +6.6% | 1.10% | -2.0% |
| Q1 2020 | $2,808,000 | +183.9% | 35,159 | +282.3% | 1.12% | +204.1% |
| Q4 2019 | $989,000 | +18.9% | 9,196 | +13.5% | 0.37% | -7.0% |
| Q3 2019 | $832,000 | +25.5% | 8,105 | +23.4% | 0.40% | +18.5% |
| Q2 2019 | $663,000 | +5.6% | 6,568 | +4.0% | 0.34% | -1.2% |
| Q1 2019 | $628,000 | +11.2% | 6,316 | 0.0% | 0.34% | -4.5% |
| Q4 2018 | $565,000 | -4.9% | 6,316 | +4.2% | 0.36% | +1.1% |
| Q3 2018 | $594,000 | +14.5% | 6,061 | +8.3% | 0.35% | +12.1% |
| Q2 2018 | $519,000 | +15.1% | 5,596 | +13.3% | 0.31% | +6.8% |
| Q1 2018 | $451,000 | -18.1% | 4,940 | -15.4% | 0.29% | -20.5% |
| Q4 2017 | $551,000 | – | 5,836 | – | 0.37% | – |
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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% |