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 | $273,935 | -5.6% | 2,382 | +0.7% | 0.08% | -7.0% |
| Q2 2023 | $290,048 | -0.3% | 2,366 | +0.6% | 0.09% | -5.5% |
| Q1 2023 | $290,888 | -0.9% | 2,351 | +0.2% | 0.09% | -8.1% |
| Q4 2022 | $293,518 | +12.5% | 2,346 | +0.3% | 0.10% | +2.1% |
| Q3 2022 | $261,000 | +6.1% | 2,340 | +12.7% | 0.10% | +15.5% |
| Q2 2022 | $246,000 | -7.2% | 2,077 | +0.3% | 0.08% | +6.3% |
| Q1 2022 | $265,000 | 0.0% | 2,071 | +1.1% | 0.08% | +8.2% |
| Q4 2021 | $265,000 | +10.4% | 2,049 | +0.3% | 0.07% | +28.1% |
| Q3 2021 | $240,000 | -0.8% | 2,043 | +3.1% | 0.06% | +1.8% |
| Q2 2021 | $242,000 | – | 1,982 | – | 0.06% | – |
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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% |