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 | $328,858 | -7.8% | 2,859 | -1.7% | 0.14% | -4.0% |
| Q2 2023 | $356,494 | -0.6% | 2,908 | +0.3% | 0.15% | -5.1% |
| Q1 2023 | $358,540 | -0.8% | 2,898 | +0.3% | 0.16% | -3.1% |
| Q4 2022 | $361,494 | +8.9% | 2,889 | -3.2% | 0.16% | -6.9% |
| Q3 2022 | $332,000 | -9.5% | 2,984 | -3.6% | 0.17% | -10.8% |
| Q2 2022 | $367,000 | -10.9% | 3,094 | -3.9% | 0.20% | -4.4% |
| Q1 2022 | $412,000 | -0.5% | 3,218 | +0.4% | 0.20% | +7.4% |
| Q4 2021 | $414,000 | +2.0% | 3,206 | -7.2% | 0.19% | -5.9% |
| Q3 2021 | $406,000 | -25.0% | 3,455 | -22.0% | 0.20% | -25.2% |
| Q2 2021 | $541,000 | +1.5% | 4,429 | -2.0% | 0.27% | -3.6% |
| Q1 2021 | $533,000 | +10.1% | 4,521 | -1.2% | 0.28% | +3.3% |
| Q4 2020 | $484,000 | +18.0% | 4,575 | +2.9% | 0.27% | +0.7% |
| Q3 2020 | $410,000 | -3.5% | 4,444 | -4.7% | 0.27% | -9.1% |
| Q2 2020 | $425,000 | +22.8% | 4,664 | +7.6% | 0.30% | +1.7% |
| Q1 2020 | $346,000 | -32.6% | 4,334 | -9.2% | 0.29% | -14.7% |
| Q4 2019 | $513,000 | -1.5% | 4,772 | -6.1% | 0.34% | -8.8% |
| Q3 2019 | $521,000 | -22.8% | 5,082 | -24.1% | 0.37% | -24.1% |
| Q2 2019 | $675,000 | -15.7% | 6,693 | -17.0% | 0.49% | -16.6% |
| Q1 2019 | $801,000 | +4.6% | 8,066 | -5.8% | 0.59% | -7.9% |
| Q4 2018 | $766,000 | -17.5% | 8,567 | -9.7% | 0.64% | -4.6% |
| Q3 2018 | $928,000 | +5.1% | 9,485 | -0.5% | 0.67% | +2.3% |
| Q2 2018 | $883,000 | -3.0% | 9,528 | -4.5% | 0.66% | -4.9% |
| Q1 2018 | $910,000 | -13.6% | 9,978 | -10.5% | 0.69% | -9.1% |
| Q4 2017 | $1,053,000 | -0.3% | 11,145 | -3.6% | 0.76% | -4.9% |
| Q3 2017 | $1,056,000 | -5.5% | 11,565 | -8.0% | 0.80% | -8.9% |
| Q2 2017 | $1,117,000 | -0.9% | 12,569 | -1.8% | 0.88% | -7.2% |
| Q1 2017 | $1,127,000 | -0.6% | 12,796 | -3.5% | 0.95% | +0.9% |
| Q4 2016 | $1,134,000 | -0.2% | 13,260 | -1.6% | 0.94% | -2.8% |
| Q3 2016 | $1,136,000 | +0.7% | 13,472 | +0.2% | 0.96% | -3.7% |
| Q2 2016 | $1,128,000 | +4.2% | 13,451 | -0.7% | 1.00% | -1.7% |
| Q1 2016 | $1,083,000 | -5.8% | 13,551 | -13.4% | 1.02% | -11.3% |
| Q4 2015 | $1,150,000 | +10.7% | 15,643 | +8.6% | 1.15% | +4.8% |
| Q3 2015 | $1,039,000 | -5.5% | 14,401 | -0.2% | 1.10% | +6.2% |
| Q2 2015 | $1,099,000 | -3.5% | 14,423 | -1.0% | 1.03% | -4.6% |
| Q1 2015 | $1,139,000 | -6.8% | 14,576 | -6.0% | 1.08% | -4.4% |
| Q4 2014 | $1,222,000 | -13.9% | 15,510 | -18.2% | 1.13% | -13.9% |
| Q3 2014 | $1,420,000 | -6.8% | 18,955 | -4.8% | 1.32% | -2.7% |
| Q2 2014 | $1,524,000 | -6.2% | 19,909 | -9.8% | 1.35% | -11.4% |
| Q1 2014 | $1,625,000 | +1.1% | 22,080 | -0.2% | 1.53% | +3.2% |
| Q4 2013 | $1,607,000 | – | 22,132 | – | 1.48% | – |
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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% |