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 | $288 | -5.9% | 2,500 | 0.0% | 0.10% | -4.0% |
| Q2 2023 | $306 | -1.0% | 2,500 | 0.0% | 0.10% | -6.5% |
| Q1 2023 | $309 | -1.3% | 2,500 | 0.0% | 0.11% | -1.8% |
| Q4 2022 | $313 | -99.9% | 2,500 | 0.0% | 0.11% | +0.9% |
| Q3 2022 | $279,000 | -6.1% | 2,500 | 0.0% | 0.11% | -3.6% |
| Q2 2022 | $297,000 | -6.3% | 2,500 | +1.0% | 0.11% | +4.7% |
| Q1 2022 | $317,000 | -0.9% | 2,475 | 0.0% | 0.11% | +0.9% |
| Q4 2021 | $320,000 | +10.0% | 2,475 | 0.0% | 0.11% | +1.9% |
| Q3 2021 | $291,000 | -4.0% | 2,475 | 0.0% | 0.10% | -5.5% |
| Q2 2021 | $303,000 | +4.8% | 2,475 | +1.0% | 0.11% | -0.9% |
| Q1 2021 | $289,000 | +11.2% | 2,450 | 0.0% | 0.11% | +1.8% |
| Q4 2020 | $260,000 | +15.0% | 2,450 | 0.0% | 0.11% | +2.8% |
| Q3 2020 | $226,000 | +1.3% | 2,450 | 0.0% | 0.11% | -4.5% |
| Q2 2020 | $223,000 | -15.5% | 2,450 | 0.0% | 0.11% | -14.0% |
| Q4 2019 | $264,000 | +5.2% | 2,450 | 0.0% | 0.13% | -0.8% |
| Q3 2019 | $251,000 | +1.6% | 2,450 | 0.0% | 0.13% | -1.5% |
| Q2 2019 | $247,000 | +1.2% | 2,450 | 0.0% | 0.13% | +0.8% |
| Q1 2019 | $244,000 | +11.4% | 2,450 | 0.0% | 0.13% | -3.0% |
| Q4 2018 | $219,000 | -8.4% | 2,450 | 0.0% | 0.14% | -11.8% |
| Q3 2018 | $239,000 | +5.3% | 2,450 | 0.0% | 0.15% | -5.0% |
| Q2 2018 | $227,000 | +1.8% | 2,450 | 0.0% | 0.16% | -3.6% |
| Q1 2018 | $223,000 | -3.5% | 2,450 | 0.0% | 0.17% | -6.2% |
| Q4 2017 | $231,000 | – | 2,450 | – | 0.18% | – |
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% |