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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,908 | -0.2% | 1,745 | +0.7% | 0.10% | -9.5% |
| Q1 2023 | $214,442 | -0.5% | 1,733 | +0.6% | 0.10% | -5.4% |
| Q4 2022 | $215,600 | +2.7% | 1,723 | -2.5% | 0.11% | -2.6% |
| Q2 2022 | $210,000 | -48.0% | 1,767 | -43.9% | 0.11% | -44.9% |
| Q1 2022 | $404,000 | 0.0% | 3,151 | +0.6% | 0.21% | +5.6% |
| Q4 2021 | $404,000 | +10.7% | 3,132 | +0.8% | 0.20% | -15.9% |
| Q3 2021 | $365,000 | -1.1% | 3,108 | +3.1% | 0.23% | -3.7% |
| Q2 2021 | $369,000 | +4.2% | 3,016 | +0.6% | 0.24% | -3.2% |
| Q1 2021 | $354,000 | +5.4% | 2,997 | -5.5% | 0.25% | -1.2% |
| Q4 2020 | $336,000 | +17.1% | 3,170 | +2.0% | 0.25% | +11.5% |
| Q3 2020 | $287,000 | +2.5% | 3,108 | +1.7% | 0.23% | +1.3% |
| Q2 2020 | $280,000 | +33.3% | 3,055 | +15.8% | 0.22% | +13.1% |
| Q1 2020 | $210,000 | -6.2% | 2,639 | +27.7% | 0.20% | +19.3% |
| Q4 2019 | $224,000 | -99.9% | 2,067 | +18.9% | 0.17% | +32.8% |
| Q3 2019 | $178,616,000 | – | 1,739 | – | 0.12% | – |
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% |