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 | $551,255 | -2.5% | 4,793 | +3.9% | 0.37% | -6.9% |
| Q2 2023 | $565,396 | -0.2% | 4,612 | +0.8% | 0.39% | -11.3% |
| Q1 2023 | $566,276 | -0.4% | 4,577 | +0.7% | 0.44% | -13.0% |
| Q4 2022 | $568,396 | +13.0% | 4,543 | +0.7% | 0.51% | +2.2% |
| Q3 2022 | $503,000 | -5.5% | 4,511 | +0.7% | 0.50% | -0.8% |
| Q2 2022 | $532,000 | -6.7% | 4,481 | +0.6% | 0.50% | +38.7% |
| Q1 2022 | $570,000 | -0.9% | 4,453 | 0.0% | 0.36% | +8.7% |
| Q4 2021 | $575,000 | +9.9% | 4,453 | +0.0% | 0.33% | +3.4% |
| Q3 2021 | $523,000 | -3.9% | 4,452 | 0.0% | 0.32% | -0.9% |
| Q2 2021 | $544,000 | +3.6% | 4,452 | +0.0% | 0.32% | -6.1% |
| Q1 2021 | $525,000 | +7.1% | 4,451 | -3.7% | 0.35% | +2.4% |
| Q4 2020 | $490,000 | +14.8% | 4,624 | +0.0% | 0.34% | -1.5% |
| Q3 2020 | $427,000 | +1.2% | 4,623 | 0.0% | 0.34% | -5.8% |
| Q2 2020 | $422,000 | +9.9% | 4,623 | -4.0% | 0.36% | -8.5% |
| Q1 2020 | $384,000 | -28.4% | 4,814 | -3.4% | 0.40% | +24.0% |
| Q4 2019 | $536,000 | +5.1% | 4,981 | 0.0% | 0.32% | -29.0% |
| Q3 2019 | $510,000 | +1.2% | 4,981 | -0.3% | 0.45% | -10.0% |
| Q2 2019 | $504,000 | -5.8% | 4,994 | -7.2% | 0.50% | +123.1% |
| Q1 2019 | $535,000 | +1.3% | 5,381 | -8.8% | 0.22% | -59.1% |
| Q4 2018 | $528,000 | -9.1% | 5,900 | -0.6% | 0.55% | +1.5% |
| Q3 2018 | $581,000 | -15.6% | 5,934 | -21.3% | 0.54% | -5.6% |
| Q1 2018 | $688,000 | -21.4% | 7,539 | -18.6% | 0.57% | -20.2% |
| Q4 2017 | $875,000 | – | 9,257 | – | 0.72% | – |
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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% |