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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $136,407 | -0.9% | 1,113 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $137,665 | -1.1% | 1,113 | 0.0% | 0.01% | -6.7% |
Q4 2022 | $139,222 | +12.3% | 1,113 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $124,000 | -6.1% | 1,113 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $132,000 | -7.7% | 1,113 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $143,000 | -0.7% | 1,113 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $144,000 | +9.9% | 1,113 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $131,000 | -3.7% | 1,113 | 0.0% | 0.02% | -6.2% |
Q2 2021 | $136,000 | +3.8% | 1,113 | 0.0% | 0.02% | -5.9% |
Q1 2021 | $131,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $118,000 | +14.6% | 1,113 | 0.0% | 0.02% | +6.2% |
Q3 2020 | $103,000 | +2.0% | 1,113 | 0.0% | 0.02% | -5.9% |
Q2 2020 | $101,000 | +13.5% | 1,113 | 0.0% | 0.02% | -5.6% |
Q1 2020 | $89,000 | -25.8% | 1,113 | 0.0% | 0.02% | -14.3% |
Q4 2019 | $120,000 | +5.3% | 1,113 | 0.0% | 0.02% | -8.7% |
Q3 2019 | $114,000 | +1.8% | 1,113 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $112,000 | +0.9% | 1,113 | 0.0% | 0.02% | -4.3% |
Q1 2019 | $111,000 | +11.0% | 1,113 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $100,000 | -8.3% | 1,113 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $109,000 | +3.8% | 1,113 | -1.9% | 0.02% | 0.0% |
Q2 2018 | $105,000 | – | 1,135 | – | 0.02% | – |
Download |
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% |