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 | $137,897 | -6.4% | 1,199 | -0.2% | 0.05% | -2.0% |
Q2 2023 | $147,341 | -0.9% | 1,202 | 0.0% | 0.05% | -9.1% |
Q1 2023 | $148,699 | +206426.4% | 1,202 | +108.3% | 0.06% | +96.4% |
Q4 2022 | $72 | -99.9% | 577 | 0.0% | 0.03% | 0.0% |
Q3 2022 | $64,000 | +4.9% | 577 | +12.0% | 0.03% | +12.0% |
Q2 2022 | $61,000 | -7.6% | 515 | 0.0% | 0.02% | +8.7% |
Q1 2022 | $66,000 | 0.0% | 515 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $66,000 | +8.2% | 515 | 0.0% | 0.02% | -4.2% |
Q3 2021 | $61,000 | 0.0% | 515 | 0.0% | 0.02% | -20.0% |
Q1 2021 | $61,000 | +10.9% | 515 | 0.0% | 0.03% | -11.8% |
Q4 2020 | $55,000 | +14.6% | 515 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $48,000 | +2.1% | 515 | 0.0% | 0.03% | -2.9% |
Q2 2020 | $47,000 | +14.6% | 515 | 0.0% | 0.04% | 0.0% |
Q1 2020 | $41,000 | -25.5% | 515 | 0.0% | 0.04% | -7.9% |
Q4 2019 | $55,000 | +3.8% | 515 | 0.0% | 0.04% | +26.7% |
Q3 2019 | $53,000 | +1.9% | 515 | 0.0% | 0.03% | +3.4% |
Q2 2019 | $52,000 | +2.0% | 515 | 0.0% | 0.03% | -3.3% |
Q1 2019 | $51,000 | +10.9% | 515 | 0.0% | 0.03% | +7.1% |
Q4 2018 | $46,000 | +2.2% | 515 | 0.0% | 0.03% | -12.5% |
Q1 2017 | $45,000 | – | 515 | – | 0.03% | – |
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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% |