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 | $241,642 | -3.1% | 1,900 | 0.0% | 0.12% | -6.5% |
Q1 2024 | $249,356 | -9.3% | 1,900 | -13.6% | 0.12% | -23.6% |
Q4 2023 | $274,934 | +8.7% | 2,200 | 0.0% | 0.16% | -0.6% |
Q3 2023 | $253,022 | -6.2% | 2,200 | 0.0% | 0.16% | +6.6% |
Q2 2023 | $269,676 | -0.9% | 2,200 | 0.0% | 0.15% | -5.6% |
Q1 2023 | $272,162 | -1.1% | 2,200 | 0.0% | 0.16% | -2.4% |
Q4 2022 | $275,242 | +12.3% | 2,200 | 0.0% | 0.16% | +1.2% |
Q3 2022 | $245,000 | -6.1% | 2,200 | 0.0% | 0.16% | -5.2% |
Q2 2022 | $261,000 | -7.4% | 2,200 | 0.0% | 0.17% | +4.2% |
Q1 2022 | $282,000 | -9.0% | 2,200 | -8.3% | 0.16% | -5.7% |
Q4 2021 | $310,000 | +9.9% | 2,398 | 0.0% | 0.18% | -2.8% |
Q3 2021 | $282,000 | -3.8% | 2,398 | 0.0% | 0.18% | -4.8% |
Q2 2021 | $293,000 | +15.4% | 2,398 | 0.0% | 0.19% | +2.7% |
Q4 2020 | $254,000 | +14.4% | 2,398 | 0.0% | 0.18% | +4.5% |
Q3 2020 | $222,000 | +1.4% | 2,398 | 0.0% | 0.18% | -4.3% |
Q2 2020 | $219,000 | -15.1% | 2,398 | 0.0% | 0.18% | -12.4% |
Q4 2019 | $258,000 | -6.9% | 2,398 | -11.1% | 0.21% | -12.9% |
Q3 2019 | $277,000 | +1.8% | 2,698 | 0.0% | 0.24% | +3.9% |
Q2 2019 | $272,000 | +1.5% | 2,698 | 0.0% | 0.23% | -0.4% |
Q1 2019 | $268,000 | +10.7% | 2,698 | 0.0% | 0.23% | -3.3% |
Q4 2018 | $242,000 | -8.3% | 2,698 | 0.0% | 0.24% | +5.2% |
Q3 2018 | $264,000 | +5.6% | 2,698 | 0.0% | 0.23% | -3.0% |
Q2 2018 | $250,000 | +1.6% | 2,698 | 0.0% | 0.24% | 0.0% |
Q1 2018 | $246,000 | -3.5% | 2,698 | 0.0% | 0.24% | +5.8% |
Q4 2017 | $255,000 | +3.7% | 2,698 | 0.0% | 0.22% | -1.8% |
Q3 2017 | $246,000 | +2.5% | 2,698 | 0.0% | 0.23% | +0.4% |
Q2 2017 | $240,000 | +0.8% | 2,698 | 0.0% | 0.23% | 0.0% |
Q1 2017 | $238,000 | +3.5% | 2,698 | 0.0% | 0.23% | +0.9% |
Q4 2016 | $230,000 | – | 2,698 | – | 0.22% | – |
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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% |