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 | $575,050 | -6.2% | 5,000 | 0.0% | 0.33% | +0.6% |
| Q2 2023 | $612,900 | -0.9% | 5,000 | 0.0% | 0.33% | -5.5% |
| Q1 2023 | $618,550 | -1.1% | 5,000 | 0.0% | 0.35% | -9.9% |
| Q4 2022 | $625,550 | +12.1% | 5,000 | 0.0% | 0.38% | +8.5% |
| Q3 2022 | $558,000 | -5.9% | 5,000 | 0.0% | 0.35% | +1.1% |
| Q2 2022 | $593,000 | -7.5% | 5,000 | 0.0% | 0.35% | +10.1% |
| Q1 2022 | $641,000 | -0.8% | 5,000 | 0.0% | 0.32% | +5.0% |
| Q4 2021 | $646,000 | +9.9% | 5,000 | 0.0% | 0.30% | +2.0% |
| Q3 2021 | $588,000 | -27.1% | 5,000 | -24.3% | 0.30% | +12.9% |
| Q2 2021 | $807,000 | +36.8% | 6,602 | +32.0% | 0.26% | -23.3% |
| Q1 2021 | $590,000 | +11.3% | 5,000 | 0.0% | 0.34% | -1.7% |
| Q4 2020 | $530,000 | +14.7% | 5,000 | 0.0% | 0.35% | +0.6% |
| Q3 2020 | $462,000 | +1.3% | 5,000 | 0.0% | 0.35% | -11.0% |
| Q2 2020 | $456,000 | – | 5,000 | – | 0.39% | – |
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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% |