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 2022 | $70,000 | -5.4% | 630 | 0.0% | 0.07% | +1.5% |
| Q2 2022 | $74,000 | -7.5% | 630 | 0.0% | 0.07% | +4.6% |
| Q1 2022 | $80,000 | -1.2% | 630 | 0.0% | 0.06% | -3.0% |
| Q4 2021 | $81,000 | +9.5% | 630 | 0.0% | 0.07% | +4.7% |
| Q3 2021 | $74,000 | -3.9% | 630 | 0.0% | 0.06% | -3.0% |
| Q2 2021 | $77,000 | +4.1% | 630 | 0.0% | 0.07% | +3.1% |
| Q1 2021 | $74,000 | +12.1% | 630 | 0.0% | 0.06% | +4.9% |
| Q4 2020 | $66,000 | +13.8% | 630 | 0.0% | 0.06% | +10.9% |
| Q3 2020 | $58,000 | +1.8% | 630 | 0.0% | 0.06% | +27.9% |
| Q2 2020 | $57,000 | +14.0% | 630 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $50,000 | -25.4% | 630 | 0.0% | 0.04% | -4.3% |
| Q4 2019 | $67,000 | +4.7% | 630 | 0.0% | 0.05% | +4.5% |
| Q3 2019 | $64,000 | – | 630 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |