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 | $3,347 | -11.9% | 29,100 | -6.1% | 2.44% | -5.2% |
| Q2 2023 | $3,800 | -0.9% | 31,000 | 0.0% | 2.57% | +52.6% |
| Q1 2023 | $3,835 | -99.9% | 31,000 | -36.7% | 1.69% | -31.5% |
| Q2 2022 | $5,816,000 | +181.5% | 49,000 | +206.2% | 2.46% | +36.2% |
| Q4 2021 | $2,066,000 | -33.7% | 16,000 | -37.3% | 1.81% | -12.2% |
| Q2 2021 | $3,118,000 | +43.6% | 25,500 | +38.6% | 2.06% | +66.0% |
| Q1 2021 | $2,172,000 | -41.5% | 18,400 | -54.2% | 1.24% | -57.8% |
| Q3 2020 | $3,714,000 | – | 40,200 | – | 2.94% | – |
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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% |