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 | $257,667 | +49.2% | 2,026 | +54.0% | 0.03% | +47.4% |
| Q1 2024 | $172,712 | +5.0% | 1,316 | 0.0% | 0.02% | -5.0% |
| Q4 2023 | $164,461 | +8.7% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $151,353 | -6.2% | 1,316 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $161,315 | -0.9% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $162,802 | +258315.9% | 1,316 | +163.2% | 0.02% | +133.3% |
| Q4 2022 | $63 | -99.9% | 500 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $56,000 | -5.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $59,000 | -7.8% | 500 | 0.0% | 0.01% | +14.3% |
| Q1 2022 | $64,000 | -1.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $65,000 | +10.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | -3.3% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $61,000 | +3.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $59,000 | +11.3% | 500 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $53,000 | +15.2% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | 0.0% | 500 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $46,000 | +15.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $40,000 | -25.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $54,000 | +5.9% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | +168.4% | 500 | +155.1% | 0.01% | +133.3% |
| Q3 2018 | $19,000 | +5.6% | 196 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | -5.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | – | 196 | – | 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% |