SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 893 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,107 | -3.1% | 221 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $29,005 | +85.7% | 221 | +76.8% | 0.01% | +60.0% |
| Q4 2023 | $15,622 | +8.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $14,377 | -6.2% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $15,323 | -0.9% | 125 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $15,464 | -1.1% | 125 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $15,639 | +11.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 125 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $15,000 | -6.2% | 125 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $16,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $16,000 | +6.7% | 125 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $15,000 | 0.0% | 125 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $15,000 | 0.0% | 125 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $15,000 | +15.4% | 125 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $13,000 | +18.2% | 125 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $11,000 | +22.2% | 125 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $9,000 | -88.3% | 125 | -82.4% | 0.01% | -80.6% |
| Q4 2019 | $77,000 | +45.3% | 712 | +37.2% | 0.03% | +14.8% |
| Q3 2019 | $53,000 | +1.9% | 519 | 0.0% | 0.03% | -6.9% |
| Q2 2019 | $52,000 | +2.0% | 519 | 0.0% | 0.03% | -17.1% |
| Q1 2019 | $51,000 | +10.9% | 519 | 0.0% | 0.04% | +6.1% |
| Q4 2018 | $46,000 | -8.0% | 519 | 0.0% | 0.03% | +37.5% |
| Q3 2018 | $50,000 | +4.2% | 519 | 0.0% | 0.02% | +14.3% |
| Q2 2018 | $48,000 | +2.1% | 519 | 0.0% | 0.02% | +10.5% |
| Q1 2018 | $47,000 | -46.6% | 519 | -44.4% | 0.02% | -45.7% |
| Q4 2017 | $88,000 | -21.4% | 934 | -24.1% | 0.04% | -31.4% |
| Q3 2017 | $112,000 | +2.8% | 1,231 | 0.0% | 0.05% | +4.1% |
| Q2 2017 | $109,000 | -11.4% | 1,231 | -11.5% | 0.05% | -21.0% |
| Q1 2017 | $123,000 | -62.4% | 1,391 | -63.6% | 0.06% | -62.0% |
| Q4 2016 | $327,000 | – | 3,824 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |