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 | $747,450 | -6.2% | 6,499 | 0.0% | 0.15% | -2.0% |
| Q2 2023 | $796,648 | -0.9% | 6,499 | 0.0% | 0.15% | -9.1% |
| Q1 2023 | $803,992 | +0.8% | 6,499 | +1.9% | 0.16% | -9.9% |
| Q4 2022 | $797,952 | +12.2% | 6,378 | 0.0% | 0.18% | -2.7% |
| Q3 2022 | $711,000 | -6.1% | 6,378 | 0.0% | 0.19% | -3.6% |
| Q2 2022 | $757,000 | -14.3% | 6,378 | -7.5% | 0.19% | -5.8% |
| Q1 2022 | $883,000 | -0.8% | 6,893 | 0.0% | 0.21% | -4.2% |
| Q4 2021 | $890,000 | +9.9% | 6,893 | 0.0% | 0.22% | -2.3% |
| Q3 2021 | $810,000 | -3.9% | 6,893 | 0.0% | 0.22% | -3.9% |
| Q2 2021 | $843,000 | +3.6% | 6,893 | 0.0% | 0.23% | -9.1% |
| Q1 2021 | $814,000 | +11.5% | 6,893 | 0.0% | 0.25% | +0.4% |
| Q4 2020 | $730,000 | +14.6% | 6,893 | 0.0% | 0.25% | -1.6% |
| Q3 2020 | $637,000 | +1.3% | 6,893 | 0.0% | 0.26% | -3.0% |
| Q2 2020 | $629,000 | +14.4% | 6,893 | 0.0% | 0.26% | -1.9% |
| Q1 2020 | $550,000 | -27.7% | 6,893 | -2.6% | 0.27% | -26.8% |
| Q4 2019 | $761,000 | +2.3% | 7,074 | -2.5% | 0.37% | -13.5% |
| Q3 2019 | $744,000 | +1.6% | 7,256 | 0.0% | 0.42% | -1.9% |
| Q2 2019 | $732,000 | +1.5% | 7,256 | 0.0% | 0.43% | -6.5% |
| Q1 2019 | $721,000 | +16.9% | 7,256 | +5.3% | 0.46% | +2.0% |
| Q4 2018 | $617,000 | – | 6,893 | – | 0.45% | – |
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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% |