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 | $741,135 | -6.5% | 6,444 | -0.4% | 0.34% | -4.3% |
| Q2 2023 | $792,981 | +1.6% | 6,469 | +2.5% | 0.35% | -2.0% |
| Q1 2023 | $780,497 | -4.2% | 6,309 | -3.1% | 0.36% | -14.2% |
| Q4 2022 | $814,853 | +3.9% | 6,513 | -7.4% | 0.42% | -7.6% |
| Q3 2022 | $784,000 | -6.1% | 7,036 | 0.0% | 0.45% | -3.6% |
| Q2 2022 | $835,000 | -7.3% | 7,036 | 0.0% | 0.47% | +6.9% |
| Q1 2022 | $901,000 | -7.4% | 7,036 | -6.6% | 0.44% | -6.6% |
| Q4 2021 | $973,000 | +9.8% | 7,536 | 0.0% | 0.47% | -2.7% |
| Q3 2021 | $886,000 | -6.5% | 7,536 | -2.8% | 0.48% | -9.9% |
| Q2 2021 | $948,000 | -0.3% | 7,754 | -3.7% | 0.53% | -8.6% |
| Q1 2021 | $951,000 | +11.5% | 8,054 | 0.0% | 0.58% | +9.8% |
| Q4 2020 | $853,000 | +1.8% | 8,054 | -11.1% | 0.53% | +10.1% |
| Q3 2020 | $838,000 | -5.6% | 9,064 | -6.9% | 0.48% | -6.6% |
| Q2 2020 | $888,000 | -3.5% | 9,734 | -15.5% | 0.52% | -13.8% |
| Q1 2020 | $920,000 | -25.6% | 11,524 | -4.4% | 0.60% | -9.4% |
| Q4 2019 | $1,237,000 | -0.3% | 12,056 | 0.0% | 0.66% | +0.8% |
| Q3 2019 | $1,241,000 | +1.2% | 12,056 | -0.8% | 0.66% | -1.6% |
| Q2 2019 | $1,226,000 | -0.1% | 12,156 | -0.7% | 0.67% | +93.1% |
| Q1 2019 | $1,227,000 | – | 12,241 | – | 0.35% | – |
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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% |