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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $234,694 | +10.4% | 1,878 | +1.6% | 0.01% | 0.0% |
| Q3 2023 | $212,538 | +47.3% | 1,848 | +57.0% | 0.01% | +60.0% |
| Q2 2023 | $144,277 | +45.1% | 1,177 | +46.4% | 0.01% | +25.0% |
| Q1 2023 | $99,463 | +130772.4% | 804 | +32.9% | 0.00% | +33.3% |
| Q4 2022 | $76 | -99.8% | 605 | +61.3% | 0.00% | +50.0% |
| Q3 2022 | $42,000 | -6.7% | 375 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | +32.4% | 375 | +39.9% | 0.00% | +100.0% |
| Q1 2022 | $34,000 | -2.9% | 268 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 268 | -2.9% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | -30.4% | 276 | -26.6% | 0.00% | -50.0% |
| Q2 2021 | $46,000 | +283.3% | 376 | +276.0% | 0.00% | +100.0% |
| Q1 2021 | $12,000 | -85.2% | 100 | -86.9% | 0.00% | -75.0% |
| Q4 2020 | $81,000 | +189.3% | 765 | +155.0% | 0.00% | +100.0% |
| Q3 2020 | $28,000 | +211.1% | 300 | +200.0% | 0.00% | +100.0% |
| Q2 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -86.7% | 100 | -82.2% | 0.00% | -75.0% |
| Q4 2019 | $60,000 | +500.0% | 561 | +461.0% | 0.00% | +300.0% |
| Q3 2019 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | -99.9% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,941,000 | +11.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,952,000 | -1.7% | 100 | +7.5% | 0.00% | 0.0% |
| Q3 2018 | $9,107,000 | +8.5% | 93 | -7.0% | 0.00% | 0.0% |
| Q2 2016 | $8,392,000 | +5.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,993,000 | +8.6% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $7,357,000 | -92.4% | 100 | -92.3% | 0.00% | -95.2% |
| Q3 2015 | $97,422,000 | -2.2% | 1,300 | 0.0% | 0.02% | -4.5% |
| Q2 2015 | $99,567,000 | -2.1% | 1,300 | 0.0% | 0.02% | +29.4% |
| Q1 2015 | $101,660,000 | -0.8% | 1,300 | 0.0% | 0.02% | -48.5% |
| Q4 2014 | $102,440,000 | +5.2% | 1,300 | 0.0% | 0.03% | +73.7% |
| Q3 2014 | $97,422,000 | -2.2% | 1,300 | 0.0% | 0.02% | -51.3% |
| Q2 2014 | $99,567,000 | +4.1% | 1,300 | 0.0% | 0.04% | -30.4% |
| Q1 2014 | $95,654,000 | – | 1,300 | – | 0.06% | – |
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% |