SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 893 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $474,343 | -3.2% | 3,730 | -0.1% | 0.04% | -13.5% |
| Q1 2024 | $490,190 | +37.2% | 3,735 | +30.7% | 0.05% | +13.0% |
| Q4 2023 | $357,188 | +8.6% | 2,858 | -0.1% | 0.05% | -2.1% |
| Q3 2023 | $328,929 | -10.5% | 2,860 | -4.6% | 0.05% | -4.1% |
| Q2 2023 | $367,572 | -0.9% | 2,999 | -0.0% | 0.05% | -9.3% |
| Q1 2023 | $371,085 | +9.1% | 3,000 | +10.4% | 0.05% | 0.0% |
| Q4 2022 | $340,000 | +21.4% | 2,718 | +8.1% | 0.05% | +17.4% |
| Q3 2022 | $280,000 | -4.8% | 2,514 | +1.4% | 0.05% | +21.1% |
| Q2 2022 | $294,000 | -1.7% | 2,479 | +6.2% | 0.04% | -13.6% |
| Q1 2022 | $299,000 | -0.7% | 2,335 | +0.1% | 0.04% | +2.3% |
| Q4 2021 | $301,000 | +9.9% | 2,332 | -0.0% | 0.04% | +2.4% |
| Q3 2021 | $274,000 | -7.1% | 2,333 | -3.3% | 0.04% | -12.5% |
| Q2 2021 | $295,000 | +3.9% | 2,412 | +0.4% | 0.05% | -5.9% |
| Q1 2021 | $284,000 | +1.1% | 2,402 | -9.5% | 0.05% | -10.5% |
| Q4 2020 | $281,000 | – | 2,654 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |