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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $572,879 | +75.7% | 4,579 | +56.7% | 0.29% | +84.6% |
| Q3 2022 | $326,000 | 0.0% | 2,922 | +6.5% | 0.16% | +17.3% |
| Q2 2022 | $326,000 | +9.8% | 2,744 | +14.7% | 0.13% | +16.7% |
| Q1 2022 | $297,000 | -95.0% | 2,392 | -95.1% | 0.11% | -97.7% |
| Q2 2021 | $5,961,000 | +4.5% | 48,747 | +0.9% | 5.03% | -5.3% |
| Q1 2021 | $5,702,000 | +14.9% | 48,308 | +3.1% | 5.31% | +13.2% |
| Q4 2020 | $4,963,000 | +158.6% | 46,855 | +142.7% | 4.69% | +188.3% |
| Q1 2019 | $1,919,000 | +99.5% | 19,305 | +79.7% | 1.63% | +58.6% |
| Q4 2018 | $962,000 | -79.3% | 10,744 | -77.4% | 1.03% | -75.8% |
| Q3 2018 | $4,650,000 | – | 47,482 | – | 4.25% | – |
Download | ||||||
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% |