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 | $261,809 | -7.4% | 2,300 | 0.0% | 0.06% | -3.3% |
| Q2 2023 | $282,818 | -0.6% | 2,300 | 0.0% | 0.06% | -12.9% |
| Q1 2023 | $284,533 | -4.3% | 2,300 | 0.0% | 0.07% | -13.6% |
| Q4 2022 | $297,460 | +9.4% | 2,300 | 0.0% | 0.08% | +8.0% |
| Q2 2022 | $272,000 | +25.3% | 2,300 | +35.3% | 0.08% | +50.0% |
| Q1 2022 | $217,000 | -3.1% | 1,700 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $224,000 | -49.8% | 1,700 | -55.3% | 0.05% | +10.4% |
| Q3 2021 | $446,000 | +92.2% | 3,800 | +100.0% | 0.05% | -26.2% |
| Q2 2021 | $232,000 | -34.5% | 1,900 | -36.7% | 0.06% | -42.5% |
| Q1 2021 | $354,000 | -11.1% | 3,000 | -18.9% | 0.11% | -50.2% |
| Q4 2019 | $398,000 | +9.3% | 3,698 | +4.1% | 0.23% | +2.7% |
| Q3 2019 | $364,000 | +3.1% | 3,552 | +0.2% | 0.22% | +56.7% |
| Q1 2019 | $353,000 | +1.7% | 3,546 | +0.2% | 0.14% | -37.6% |
| Q3 2018 | $347,000 | -1.1% | 3,540 | -6.6% | 0.23% | -12.1% |
| Q2 2018 | $351,000 | -4.4% | 3,790 | -2.5% | 0.26% | -17.4% |
| Q4 2017 | $367,000 | +62.4% | 3,889 | +53.0% | 0.31% | +24.9% |
| Q2 2017 | $226,000 | – | 2,541 | – | 0.25% | – |
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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% |