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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,408 | -6.2% | 3,325 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $407,579 | -0.9% | 3,325 | 0.0% | 0.17% | -4.5% |
| Q1 2023 | $411,336 | -1.1% | 3,325 | 0.0% | 0.18% | -5.3% |
| Q4 2022 | $415,991 | +12.1% | 3,325 | 0.0% | 0.19% | +3.9% |
| Q3 2022 | $371,000 | -15.5% | 3,325 | -2.9% | 0.18% | +3.4% |
| Q1 2022 | $439,000 | -0.7% | 3,425 | 0.0% | 0.17% | +3.0% |
| Q4 2021 | $442,000 | +6.0% | 3,425 | 0.0% | 0.17% | -2.3% |
| Q3 2021 | $417,000 | -5.9% | 3,425 | -5.5% | 0.17% | -7.0% |
| Q2 2021 | $443,000 | +15.4% | 3,625 | 0.0% | 0.19% | -0.5% |
| Q4 2020 | $384,000 | +5.5% | 3,625 | -2.7% | 0.19% | -2.6% |
| Q3 2020 | $364,000 | +1.7% | 3,725 | -5.1% | 0.19% | -9.4% |
| Q2 2020 | $358,000 | +14.4% | 3,925 | 0.0% | 0.21% | -6.6% |
| Q1 2020 | $313,000 | -25.8% | 3,925 | 0.0% | 0.23% | -3.4% |
| Q4 2019 | $422,000 | +4.7% | 3,925 | 0.0% | 0.24% | -3.3% |
| Q3 2019 | $403,000 | +2.0% | 3,925 | 0.0% | 0.24% | -0.8% |
| Q2 2019 | $395,000 | +28.2% | 3,925 | +26.6% | 0.24% | +20.1% |
| Q1 2019 | $308,000 | +10.8% | 3,100 | 0.0% | 0.20% | -1.0% |
| Q4 2018 | $278,000 | +13.5% | 3,100 | +24.0% | 0.21% | +38.3% |
| Q3 2018 | $245,000 | – | 2,500 | – | 0.15% | – |
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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% |