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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $420,000 | +9.7% | 3,255 | 0.0% | 0.26% | +15.0% |
| Q3 2021 | $383,000 | -3.8% | 3,255 | 0.0% | 0.23% | -5.0% |
| Q2 2021 | $398,000 | +21.3% | 3,255 | 0.0% | 0.24% | -14.9% |
| Q2 2019 | $328,000 | +1.2% | 3,255 | 0.0% | 0.28% | +1.4% |
| Q1 2019 | $324,000 | -91.9% | 3,255 | -92.1% | 0.28% | -91.6% |
| Q3 2018 | $4,015,000 | +1229.5% | 40,998 | +1159.5% | 3.32% | +1175.4% |
| Q2 2018 | $302,000 | +1.7% | 3,255 | 0.0% | 0.26% | +3.2% |
| Q1 2018 | $297,000 | -3.6% | 3,255 | 0.0% | 0.25% | -7.0% |
| Q4 2017 | $308,000 | +3.7% | 3,255 | 0.0% | 0.27% | +1.5% |
| Q3 2017 | $297,000 | +2.8% | 3,255 | 0.0% | 0.27% | -0.4% |
| Q2 2017 | $289,000 | -94.0% | 3,255 | -94.0% | 0.27% | -94.0% |
| Q1 2017 | $4,795,000 | -8.5% | 54,405 | -11.1% | 4.45% | -7.1% |
| Q4 2016 | $5,239,000 | -8.4% | 61,230 | -9.7% | 4.79% | -4.1% |
| Q3 2016 | $5,719,000 | -4.4% | 67,794 | -4.9% | 4.99% | -3.3% |
| Q2 2016 | $5,983,000 | – | 71,300 | – | 5.16% | – |
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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% |