SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 887 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50,145 | -6.2% | 436 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $53,445 | -0.9% | 436 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $53,938 | -1.1% | 436 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $54,548 | +39.9% | 436 | +26.0% | 0.01% | +18.2% |
| Q3 2022 | $39,000 | -4.9% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -6.8% | 346 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $44,000 | -2.2% | 346 | 0.0% | 0.01% | +11.1% |
| Q4 2021 | $45,000 | +9.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $41,000 | -2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 346 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | +10.8% | 346 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $37,000 | +15.6% | 346 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $32,000 | 0.0% | 346 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $32,000 | -52.2% | 346 | -58.9% | 0.01% | -68.6% |
| Q1 2020 | $67,000 | +81.1% | 842 | +143.4% | 0.04% | +105.9% |
| Q4 2019 | $37,000 | +5.7% | 346 | 0.0% | 0.02% | -10.5% |
| Q3 2019 | $35,000 | – | 346 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |