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 | $5,412,140 | +7909.0% | 47,058 | +2230.8% | 0.01% | – |
| Q2 2023 | $67,576 | -67.8% | 2,019 | +19.1% | 0.00% | -100.0% |
| Q1 2023 | $209,688 | -76.2% | 1,695 | -75.9% | 0.00% | -80.0% |
| Q4 2022 | $879,273 | -65.6% | 7,028 | -69.3% | 0.01% | -66.7% |
| Q3 2022 | $2,556,000 | -29.3% | 22,926 | -18.7% | 0.02% | -51.6% |
| Q1 2022 | $3,614,000 | +10.6% | 28,210 | +11.4% | 0.03% | +24.0% |
| Q4 2021 | $3,269,000 | +3415.1% | 25,321 | +3089.0% | 0.02% | +2400.0% |
| Q3 2021 | $93,000 | -98.0% | 794 | -97.9% | 0.00% | -98.1% |
| Q2 2021 | $4,550,000 | +14.4% | 37,212 | +10.5% | 0.05% | -17.5% |
| Q1 2021 | $3,976,000 | -38.7% | 33,687 | -45.0% | 0.06% | -31.5% |
| Q4 2020 | $6,491,000 | -63.7% | 61,281 | -68.3% | 0.09% | -63.9% |
| Q3 2020 | $17,883,000 | +1525.7% | 193,538 | +1504.3% | 0.26% | +1493.8% |
| Q2 2020 | $1,100,000 | -77.2% | 12,064 | -80.0% | 0.02% | -91.9% |
| Q1 2020 | $4,828,000 | -37.6% | 60,454 | -15.9% | 0.20% | -18.5% |
| Q4 2019 | $7,732,000 | – | 71,881 | – | 0.24% | – |
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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% |