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 | $373,049 | -8.4% | 3,280 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $407,100 | +2.2% | 3,280 | +1.9% | 0.02% | -4.0% |
| Q1 2023 | $398,151 | -1.1% | 3,218 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $402,656 | +12.2% | 3,218 | 0.0% | 0.03% | -3.6% |
| Q3 2022 | $359,000 | -8.2% | 3,218 | -2.2% | 0.03% | -3.4% |
| Q2 2022 | $391,000 | -7.1% | 3,292 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $421,000 | -0.7% | 3,286 | +0.2% | 0.03% | -6.7% |
| Q4 2021 | $424,000 | +10.1% | 3,280 | +0.2% | 0.03% | -3.2% |
| Q3 2021 | $385,000 | -3.5% | 3,273 | +0.2% | 0.03% | -3.1% |
| Q2 2021 | $399,000 | +3.6% | 3,266 | +0.2% | 0.03% | -3.0% |
| Q1 2021 | $385,000 | – | 3,260 | – | 0.03% | – |
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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% |