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% | – |
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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% |