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 | $1,098,054 | -5.6% | 9,547 | +0.6% | 0.07% | -2.8% |
| Q2 2023 | $1,162,770 | -0.3% | 9,486 | +0.7% | 0.07% | -5.3% |
| Q1 2023 | $1,165,857 | -0.5% | 9,424 | +0.6% | 0.08% | -5.1% |
| Q4 2022 | $1,172,289 | +13.0% | 9,370 | +0.7% | 0.08% | +3.9% |
| Q3 2022 | $1,037,000 | -5.5% | 9,305 | +0.6% | 0.08% | -1.3% |
| Q2 2022 | $1,097,000 | -6.8% | 9,246 | +0.6% | 0.08% | +13.2% |
| Q1 2022 | $1,177,000 | -0.2% | 9,188 | +0.6% | 0.07% | -4.2% |
| Q4 2021 | $1,179,000 | +10.6% | 9,133 | +0.8% | 0.07% | 0.0% |
| Q3 2021 | $1,066,000 | -3.2% | 9,064 | +0.7% | 0.07% | -4.1% |
| Q2 2021 | $1,101,000 | +4.3% | 9,001 | +0.6% | 0.07% | -8.6% |
| Q1 2021 | $1,056,000 | +12.2% | 8,946 | +0.7% | 0.08% | +3.8% |
| Q4 2020 | $941,000 | +2.4% | 8,886 | -10.6% | 0.08% | -6.0% |
| Q3 2020 | $919,000 | +2.0% | 9,944 | +0.6% | 0.08% | -4.6% |
| Q2 2020 | $901,000 | +14.9% | 9,880 | +0.6% | 0.09% | -2.2% |
| Q1 2020 | $784,000 | -25.2% | 9,818 | +0.8% | 0.09% | -5.3% |
| Q4 2019 | $1,048,000 | +5.5% | 9,741 | +0.6% | 0.09% | -6.9% |
| Q3 2019 | $993,000 | -18.7% | 9,679 | -20.1% | 0.10% | -19.2% |
| Q2 2019 | $1,222,000 | +473.7% | 12,117 | +192.0% | 0.12% | +420.8% |
| Q1 2019 | $213,000 | -80.2% | 4,150 | -65.4% | 0.02% | -84.0% |
| Q4 2018 | $1,074,000 | +322.8% | 11,993 | +242.7% | 0.15% | -11.8% |
| Q4 2013 | $254,000 | – | 3,500 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |