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 | $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 ↓ |
|---|---|---|---|
| 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% |