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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,211,000 | +4.7% | 9,452 | +5.5% | 0.13% | +32.3% |
| Q4 2021 | $1,157,000 | +6.0% | 8,958 | -3.6% | 0.10% | -5.7% |
| Q3 2021 | $1,092,000 | +7.7% | 9,291 | +8.1% | 0.10% | -48.5% |
| Q1 2021 | $1,014,000 | +27.7% | 8,591 | 0.0% | 0.20% | 0.0% |
| Q3 2020 | $794,000 | -4.9% | 8,591 | -6.2% | 0.20% | -10.9% |
| Q2 2020 | $835,000 | +14.2% | 9,157 | 0.0% | 0.23% | +1.8% |
| Q1 2020 | $731,000 | -42.2% | 9,157 | -22.1% | 0.22% | -27.9% |
| Q4 2019 | $1,265,000 | +4.9% | 11,757 | 0.0% | 0.31% | -4.3% |
| Q3 2019 | $1,206,000 | +466.2% | 11,757 | +457.2% | 0.33% | +401.5% |
| Q2 2019 | $213,000 | – | 2,110 | – | 0.06% | – |
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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% |