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 | $30,944 | -5.5% | 269 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $32,762 | -92.3% | 267 | -92.2% | 0.00% | -93.0% |
| Q1 2023 | $425,498 | +12.6% | 3,439 | +13.8% | 0.06% | +21.3% |
| Q4 2022 | $377,958 | +12.5% | 3,021 | +0.1% | 0.05% | -11.3% |
| Q3 2022 | $336,000 | +33.3% | 3,017 | +53.1% | 0.05% | +71.0% |
| Q1 2022 | $252,000 | +66.9% | 1,970 | +68.4% | 0.03% | +72.2% |
| Q4 2021 | $151,000 | +9.4% | 1,170 | 0.0% | 0.02% | +5.9% |
| Q3 2021 | $138,000 | 0.0% | 1,170 | 0.0% | 0.02% | -32.0% |
| Q1 2021 | $138,000 | 0.0% | 1,170 | -10.1% | 0.02% | -10.7% |
| Q4 2020 | $138,000 | +3.0% | 1,301 | -10.5% | 0.03% | -9.7% |
| Q3 2020 | $134,000 | -2.9% | 1,453 | -4.6% | 0.03% | -8.8% |
| Q2 2020 | $138,000 | -18.8% | 1,523 | -28.8% | 0.03% | -26.1% |
| Q1 2020 | $170,000 | +68.3% | 2,140 | +128.6% | 0.05% | +84.0% |
| Q4 2019 | $101,000 | -51.9% | 936 | -54.1% | 0.02% | -51.9% |
| Q3 2019 | $210,000 | +740.0% | 2,040 | +712.7% | 0.05% | +642.9% |
| Q2 2019 | $25,000 | +31.6% | 251 | +28.1% | 0.01% | +40.0% |
| Q1 2019 | $19,000 | +216.7% | 196 | +180.0% | 0.01% | +150.0% |
| Q4 2018 | $6,000 | -92.4% | 70 | -91.3% | 0.00% | -94.3% |
| Q3 2018 | $79,000 | -18.6% | 805 | -23.1% | 0.04% | -22.2% |
| Q2 2018 | $97,000 | -74.3% | 1,047 | -74.8% | 0.04% | -75.0% |
| Q1 2018 | $378,000 | – | 4,151 | – | 0.18% | – |
Download | ||||||
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% |