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 | $281,544 | -15.3% | 2,448 | -9.7% | 0.03% | -12.8% |
| Q2 2023 | $332,224 | -7.7% | 2,710 | -6.8% | 0.04% | -13.3% |
| Q1 2023 | $359,898 | -35.8% | 2,909 | -35.1% | 0.04% | -39.2% |
| Q4 2022 | $560,763 | +65.9% | 4,482 | +47.8% | 0.07% | +45.1% |
| Q3 2022 | $338,000 | -12.0% | 3,033 | -6.4% | 0.05% | -10.5% |
| Q2 2022 | $384,000 | +2.4% | 3,239 | +10.8% | 0.06% | +9.6% |
| Q1 2022 | $375,000 | +3.0% | 2,924 | +3.8% | 0.05% | +2.0% |
| Q4 2021 | $364,000 | +7.7% | 2,816 | -2.0% | 0.05% | -3.8% |
| Q3 2021 | $338,000 | +3.0% | 2,874 | +7.0% | 0.05% | 0.0% |
| Q2 2021 | $328,000 | +12.7% | 2,686 | +8.9% | 0.05% | +10.4% |
| Q1 2021 | $291,000 | +37.3% | 2,466 | +5.9% | 0.05% | -26.2% |
| Q2 2020 | $212,000 | – | 2,328 | – | 0.06% | – |
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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% |