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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $935,837 | -6.2% | 8,137 | 0.0% | 0.09% | -2.2% |
| Q2 2023 | $997,434 | -1.6% | 8,137 | -0.7% | 0.09% | -6.2% |
| Q1 2023 | $1,013,433 | +14.6% | 8,192 | +15.9% | 0.10% | +10.3% |
| Q4 2022 | $884,403 | -2.1% | 7,069 | -12.7% | 0.09% | -12.1% |
| Q3 2022 | $903,000 | -6.6% | 8,095 | -0.6% | 0.10% | -2.9% |
| Q2 2022 | $967,000 | -8.2% | 8,147 | -0.9% | 0.10% | +3.0% |
| Q1 2022 | $1,053,000 | -0.8% | 8,217 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $1,061,000 | +0.5% | 8,217 | -8.6% | 0.10% | -7.4% |
| Q3 2021 | $1,056,000 | +2540.0% | 8,987 | +2665.2% | 0.11% | +1700.0% |
| Q2 2021 | $40,000 | +14.3% | 325 | +8.3% | 0.01% | -14.3% |
| Q1 2021 | $35,000 | +9.4% | 300 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $32,000 | +14.3% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $28,000 | +3.7% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | +12.5% | 300 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $24,000 | – | 300 | – | 0.01% | – |
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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% |