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 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 | 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% |