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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $508,138 | +9.5% | 4,098 | +0.0% | 0.26% | +0.4% |
| Q3 2023 | $463,957 | -20.3% | 4,096 | -14.8% | 0.26% | -12.4% |
| Q2 2023 | $582,371 | -12.9% | 4,807 | -9.0% | 0.29% | -17.6% |
| Q4 2022 | $668,754 | +85.8% | 5,282 | +63.7% | 0.35% | +129.2% |
| Q3 2022 | $360,000 | +18.0% | 3,226 | +25.7% | 0.15% | +41.3% |
| Q2 2022 | $305,000 | +39.3% | 2,567 | +49.9% | 0.11% | +38.0% |
| Q1 2022 | $219,000 | +461.5% | 1,712 | +470.7% | 0.08% | +393.8% |
| Q4 2021 | $39,000 | -58.5% | 300 | -62.5% | 0.02% | -68.0% |
| Q3 2021 | $94,000 | +571.4% | 800 | +510.7% | 0.05% | +455.6% |
| Q4 2020 | $14,000 | -53.3% | 131 | -55.9% | 0.01% | -78.0% |
| Q3 2019 | $30,000 | – | 297 | – | 0.04% | – |
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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% |