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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,453 | -0.8% | 1,709 | +0.2% | 0.04% | -13.7% |
| Q1 2023 | $211,037 | -1.0% | 1,706 | +0.2% | 0.05% | -3.8% |
| Q4 2022 | $213,117 | +2.0% | 1,703 | +0.1% | 0.05% | -3.6% |
| Q3 2022 | $209,000 | +3.5% | 1,701 | +0.2% | 0.06% | -6.8% |
| Q2 2022 | $202,000 | -6.9% | 1,698 | +0.2% | 0.06% | -13.2% |
| Q1 2022 | $217,000 | +4.3% | 1,695 | +5.1% | 0.07% | +4.6% |
| Q4 2021 | $208,000 | +10.1% | 1,612 | +0.2% | 0.06% | 0.0% |
| Q3 2021 | $189,000 | -4.1% | 1,609 | +0.1% | 0.06% | -5.8% |
| Q2 2021 | $197,000 | -12.8% | 1,607 | -16.2% | 0.07% | -20.7% |
| Q1 2021 | $226,000 | -3.8% | 1,917 | -13.8% | 0.09% | -16.3% |
| Q4 2020 | $235,000 | +14.6% | 2,223 | +0.4% | 0.10% | +2.0% |
| Q3 2020 | $205,000 | +2.0% | 2,214 | +0.3% | 0.10% | -5.6% |
| Q2 2020 | $201,000 | +14.2% | 2,207 | +0.3% | 0.11% | -6.9% |
| Q1 2020 | $176,000 | -25.4% | 2,200 | +0.4% | 0.12% | -13.4% |
| Q4 2019 | $236,000 | +5.4% | 2,192 | +0.3% | 0.13% | -0.7% |
| Q3 2019 | $224,000 | +1.8% | 2,186 | +0.3% | 0.14% | +0.7% |
| Q2 2019 | $220,000 | +1.9% | 2,180 | +0.3% | 0.13% | -2.9% |
| Q1 2019 | $216,000 | +11.3% | 2,174 | +0.2% | 0.14% | -1.4% |
| Q4 2018 | $194,000 | -5.4% | 2,170 | +0.3% | 0.14% | +2.2% |
| Q3 2018 | $205,000 | +2.5% | 2,163 | +0.2% | 0.14% | -6.8% |
| Q2 2018 | $200,000 | +2.0% | 2,158 | +0.3% | 0.15% | -1.3% |
| Q1 2018 | $196,000 | -3.4% | 2,152 | +0.2% | 0.15% | -18.6% |
| Q4 2017 | $203,000 | – | 2,147 | – | 0.18% | – |
Download | ||||||
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% |