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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $200,000 | -7.4% | 1,685 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $216,000 | -0.9% | 1,685 | 0.0% | 0.06% | -8.6% |
| Q4 2021 | $218,000 | +5.8% | 1,685 | 0.0% | 0.07% | +6.1% |
| Q2 2021 | $206,000 | -3.3% | 1,685 | -16.2% | 0.07% | -14.3% |
| Q4 2020 | $213,000 | +14.5% | 2,010 | 0.0% | 0.08% | +11.6% |
| Q3 2020 | $186,000 | -3.1% | 2,010 | -4.7% | 0.07% | -8.0% |
| Q2 2020 | $192,000 | +13.6% | 2,110 | 0.0% | 0.08% | -3.8% |
| Q1 2020 | $169,000 | -27.8% | 2,110 | -3.0% | 0.08% | -3.7% |
| Q4 2019 | $234,000 | +4.9% | 2,175 | 0.0% | 0.08% | +6.6% |
| Q3 2019 | $223,000 | 0.0% | 2,175 | -1.8% | 0.08% | +2.7% |
| Q2 2019 | $223,000 | +1.4% | 2,215 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $220,000 | +11.1% | 2,215 | 0.0% | 0.07% | +2.8% |
| Q4 2018 | $198,000 | -8.8% | 2,215 | 0.0% | 0.07% | +28.6% |
| Q3 2018 | $217,000 | +5.9% | 2,215 | 0.0% | 0.06% | +9.8% |
| Q2 2018 | $205,000 | +1.5% | 2,215 | 0.0% | 0.05% | +13.3% |
| Q1 2018 | $202,000 | -32.4% | 2,215 | -29.9% | 0.04% | -30.8% |
| Q4 2017 | $299,000 | +1.4% | 3,160 | -2.0% | 0.06% | -5.8% |
| Q3 2017 | $295,000 | -3.0% | 3,225 | -5.6% | 0.07% | -5.5% |
| Q2 2017 | $304,000 | -26.2% | 3,415 | -26.9% | 0.07% | -26.3% |
| Q1 2017 | $412,000 | -5.1% | 4,674 | -7.8% | 0.10% | -4.8% |
| Q4 2016 | $434,000 | +1.4% | 5,068 | 0.0% | 0.10% | -1.9% |
| Q3 2016 | $428,000 | +0.7% | 5,068 | 0.0% | 0.11% | -0.9% |
| Q2 2016 | $425,000 | +5.2% | 5,068 | +0.3% | 0.11% | +9.2% |
| Q1 2016 | $404,000 | +8.6% | 5,055 | 0.0% | 0.10% | +18.1% |
| Q4 2015 | $372,000 | -7.0% | 5,055 | -8.8% | 0.08% | -10.8% |
| Q3 2015 | $400,000 | -5.2% | 5,540 | 0.0% | 0.09% | +8.1% |
| Q2 2015 | $422,000 | -2.5% | 5,540 | 0.0% | 0.09% | -1.1% |
| Q1 2015 | $433,000 | -0.9% | 5,540 | 0.0% | 0.09% | -2.2% |
| Q4 2014 | $437,000 | +5.3% | 5,540 | 0.0% | 0.09% | -7.3% |
| Q3 2014 | $415,000 | -2.1% | 5,540 | 0.0% | 0.10% | +11.6% |
| Q2 2014 | $424,000 | -1.6% | 5,540 | -5.5% | 0.09% | -10.4% |
| Q1 2014 | $431,000 | +1.2% | 5,860 | 0.0% | 0.10% | +2.1% |
| Q4 2013 | $426,000 | 0.0% | 5,860 | -5.2% | 0.09% | -8.7% |
| Q3 2013 | $426,000 | +1.4% | 6,180 | -2.4% | 0.10% | -7.2% |
| Q2 2013 | $420,000 | – | 6,330 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |