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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $255,000 | -13.0% | 1,990 | -12.3% | 0.02% | -12.0% |
Q4 2021 | $293,000 | +6.5% | 2,269 | -3.0% | 0.02% | 0.0% |
Q3 2021 | $275,000 | -3.8% | 2,340 | +0.0% | 0.02% | 0.0% |
Q2 2021 | $286,000 | +3.6% | 2,339 | -0.0% | 0.02% | -7.4% |
Q1 2021 | $276,000 | +11.3% | 2,340 | -0.0% | 0.03% | +3.8% |
Q4 2020 | $248,000 | +14.8% | 2,341 | +0.1% | 0.03% | 0.0% |
Q3 2020 | $216,000 | +1.4% | 2,338 | -0.1% | 0.03% | -18.8% |
Q2 2020 | $213,000 | -15.5% | 2,340 | 0.0% | 0.03% | +10.3% |
Q4 2019 | $252,000 | +5.0% | 2,340 | +0.0% | 0.03% | +3.6% |
Q3 2019 | $240,000 | -7.3% | 2,339 | -8.8% | 0.03% | -9.7% |
Q2 2019 | $259,000 | +1.6% | 2,565 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $255,000 | +12.8% | 2,565 | +1.6% | 0.03% | 0.0% |
Q4 2018 | $226,000 | -8.5% | 2,525 | 0.0% | 0.03% | +14.8% |
Q3 2018 | $247,000 | +152.0% | 2,525 | +136.0% | 0.03% | +170.0% |
Q3 2017 | $98,000 | +27.3% | 1,070 | 0.0% | 0.01% | +100.0% |
Q3 2015 | $77,000 | – | 1,070 | – | 0.01% | – |
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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% |