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 | $867,974 | -5.4% | 7,547 | +0.8% | 0.13% | +1.5% |
Q2 2023 | $917,681 | +6.9% | 7,486 | +7.9% | 0.13% | 0.0% |
Q1 2023 | $858,648 | +2.5% | 6,941 | +3.6% | 0.13% | -0.8% |
Q4 2022 | $838,026 | +12.2% | 6,698 | 0.0% | 0.13% | +4.8% |
Q3 2022 | $747,000 | +1.2% | 6,698 | +7.7% | 0.12% | +3.3% |
Q2 2022 | $738,000 | +8.5% | 6,217 | +17.1% | 0.12% | +27.4% |
Q1 2022 | $680,000 | +12.0% | 5,311 | +13.0% | 0.10% | +17.3% |
Q4 2021 | $607,000 | +7.2% | 4,700 | -2.4% | 0.08% | -4.7% |
Q3 2021 | $566,000 | -21.6% | 4,817 | -39.1% | 0.08% | -75.4% |
Q3 2017 | $722,000 | -3.1% | 7,904 | -5.6% | 0.35% | -16.6% |
Q2 2017 | $745,000 | -38.1% | 8,377 | -38.7% | 0.42% | -33.2% |
Q1 2017 | $1,204,000 | -3.5% | 13,658 | -6.1% | 0.62% | -8.9% |
Q4 2016 | $1,248,000 | -8.9% | 14,551 | -10.4% | 0.68% | +10.0% |
Q3 2016 | $1,370,000 | +123.1% | 16,242 | +122.1% | 0.62% | +108.1% |
Q2 2016 | $614,000 | – | 7,312 | – | 0.30% | – |
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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% |