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 | $89,823 | +75.3% | 781 | +86.8% | 0.01% | +71.4% |
| Q2 2023 | $51,238 | -20.0% | 418 | -19.3% | 0.01% | -30.0% |
| Q1 2023 | $64,082 | -1.1% | 518 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $64,807 | +11.7% | 518 | -1.0% | 0.01% | 0.0% |
| Q3 2022 | $58,000 | -6.5% | 523 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -22.5% | 523 | -16.1% | 0.01% | -9.1% |
| Q1 2022 | $80,000 | 0.0% | 623 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $80,000 | -2.4% | 623 | -10.7% | 0.01% | -9.1% |
| Q3 2021 | $82,000 | -3.5% | 698 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $85,000 | +3.7% | 698 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $82,000 | +10.8% | 698 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $74,000 | +15.6% | 698 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $64,000 | 0.0% | 698 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $64,000 | +28.0% | 698 | +11.5% | 0.01% | +7.7% |
| Q1 2020 | $50,000 | -32.4% | 626 | -9.1% | 0.01% | -23.5% |
| Q4 2019 | $74,000 | – | 689 | – | 0.02% | – |
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% |