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 | $1,079,944 | -6.2% | 9,390 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $1,151,026 | -15.3% | 9,390 | -14.6% | 0.04% | -19.1% |
| Q1 2023 | $1,359,573 | -1.1% | 10,990 | 0.0% | 0.05% | -6.0% |
| Q4 2022 | $1,374,959 | +11.2% | 10,990 | -0.9% | 0.05% | +8.7% |
| Q3 2022 | $1,237,000 | -11.1% | 11,090 | +0.9% | 0.05% | -11.5% |
| Q2 2022 | $1,391,000 | -2.1% | 10,990 | -0.9% | 0.05% | +15.6% |
| Q1 2022 | $1,421,000 | -0.8% | 11,090 | 0.0% | 0.04% | +4.7% |
| Q4 2021 | $1,432,000 | +9.8% | 11,090 | 0.0% | 0.04% | +2.4% |
| Q3 2021 | $1,304,000 | -3.8% | 11,090 | 0.0% | 0.04% | -2.3% |
| Q2 2021 | $1,356,000 | -0.9% | 11,090 | -4.3% | 0.04% | -6.5% |
| Q1 2021 | $1,368,000 | +11.4% | 11,590 | 0.0% | 0.05% | +4.5% |
| Q4 2020 | $1,228,000 | +14.1% | 11,590 | -0.4% | 0.04% | 0.0% |
| Q3 2020 | $1,076,000 | -5.7% | 11,640 | -7.0% | 0.04% | -12.0% |
| Q2 2020 | $1,141,000 | – | 12,515 | – | 0.05% | – |
Download | ||||||
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% |