SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 872 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,961 | -1.4% | 1,721 | -0.5% | 0.02% | -4.5% |
| Q1 2023 | $213,895 | -1.1% | 1,729 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $216,315 | +5.5% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $205,000 | -7.7% | 1,729 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $222,000 | -0.4% | 1,729 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $223,000 | +9.9% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $203,000 | -24.0% | 1,729 | -20.9% | 0.02% | -26.7% |
| Q2 2021 | $267,000 | +30.9% | 2,186 | +26.4% | 0.03% | +15.4% |
| Q1 2021 | $204,000 | -1.9% | 1,729 | -18.6% | 0.03% | -49.0% |
| Q3 2018 | $208,000 | +3.5% | 2,125 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $201,000 | -88.9% | 2,125 | -91.3% | 0.05% | -94.1% |
| Q1 2014 | $1,803,000 | -46.0% | 24,500 | -46.7% | 0.88% | -42.8% |
| Q4 2013 | $3,339,000 | +6.2% | 45,985 | +0.9% | 1.53% | -6.2% |
| Q3 2013 | $3,143,000 | +3.9% | 45,585 | -0.1% | 1.63% | -14.0% |
| Q2 2013 | $3,025,000 | – | 45,625 | – | 1.90% | – |
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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% |