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% | – |
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% |