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 | $4,332,806 | -6.5% | 37,673 | -0.3% | 0.36% | -11.2% |
| Q2 2023 | $4,632,089 | -2.1% | 37,788 | -1.2% | 0.41% | -7.0% |
| Q1 2023 | $4,731,676 | +98723.6% | 38,248 | -0.1% | 0.44% | -7.3% |
| Q4 2022 | $4,788 | -99.9% | 38,273 | +7.3% | 0.48% | +31.8% |
| Q3 2022 | $3,977,000 | -29.3% | 35,675 | -24.7% | 0.36% | -39.4% |
| Q2 2022 | $5,624,000 | +118.9% | 47,387 | +136.2% | 0.60% | +130.5% |
| Q1 2022 | $2,569,000 | -3.0% | 20,058 | -2.2% | 0.26% | +0.4% |
| Q4 2021 | $2,648,000 | +11.0% | 20,508 | +1.1% | 0.26% | +0.4% |
| Q3 2021 | $2,385,000 | -9.2% | 20,289 | -5.5% | 0.26% | -12.0% |
| Q2 2021 | $2,626,000 | -9.6% | 21,480 | -12.8% | 0.29% | -19.3% |
| Q1 2021 | $2,906,000 | +12.9% | 24,622 | +1.3% | 0.36% | +1.7% |
| Q4 2020 | $2,574,000 | -7.5% | 24,308 | -19.3% | 0.36% | -21.1% |
| Q3 2020 | $2,784,000 | +2.2% | 30,133 | +0.8% | 0.45% | -8.1% |
| Q2 2020 | $2,725,000 | +19.2% | 29,880 | +4.3% | 0.49% | -3.9% |
| Q1 2020 | $2,287,000 | -13.6% | 28,648 | +16.4% | 0.51% | +5.8% |
| Q4 2019 | $2,648,000 | +23.2% | 24,620 | +17.5% | 0.48% | +15.8% |
| Q3 2019 | $2,149,000 | – | 20,951 | – | 0.42% | – |
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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% |