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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $56,000 | -8.2% | 473 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $61,000 | 0.0% | 473 | +0.2% | 0.03% | -13.9% |
| Q4 2021 | $61,000 | -79.2% | 472 | -81.1% | 0.04% | -73.1% |
| Q3 2021 | $293,000 | -3.9% | 2,494 | +0.0% | 0.13% | +0.8% |
| Q2 2021 | $305,000 | +454.5% | 2,493 | +431.6% | 0.13% | +454.2% |
| Q1 2021 | $55,000 | +10.0% | 469 | +0.2% | 0.02% | +4.3% |
| Q4 2020 | $50,000 | +16.3% | 468 | +0.2% | 0.02% | -8.0% |
| Q3 2020 | $43,000 | 0.0% | 467 | +0.2% | 0.02% | -7.4% |
| Q2 2020 | $43,000 | -87.2% | 466 | -89.0% | 0.03% | -88.9% |
| Q1 2020 | $337,000 | -10.1% | 4,225 | +21.1% | 0.24% | +35.6% |
| Q4 2019 | $375,000 | -4.6% | 3,489 | -8.9% | 0.18% | -17.4% |
| Q3 2019 | $393,000 | +10.4% | 3,828 | +8.5% | 0.22% | +5.3% |
| Q2 2019 | $356,000 | +50.2% | 3,527 | +47.8% | 0.21% | +42.8% |
| Q1 2019 | $237,000 | – | 2,387 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |