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 | $249,000 | -5.7% | 2,167 | +0.7% | 0.11% | -1.8% |
| Q2 2023 | $264,000 | -0.4% | 2,153 | +0.7% | 0.11% | +1.8% |
| Q1 2023 | $265,000 | -1.1% | 2,139 | -0.1% | 0.11% | -2.7% |
| Q4 2022 | $268,012 | +12.6% | 2,142 | +0.3% | 0.11% | +23.1% |
| Q3 2022 | $238,000 | -5.6% | 2,135 | +0.7% | 0.09% | -23.5% |
| Q2 2022 | $252,000 | -6.7% | 2,121 | +0.6% | 0.12% | +3.5% |
| Q1 2022 | $270,000 | -4.9% | 2,108 | -4.3% | 0.12% | -0.9% |
| Q4 2021 | $284,000 | +10.5% | 2,202 | +0.8% | 0.12% | +2.7% |
| Q3 2021 | $257,000 | -3.0% | 2,185 | +0.7% | 0.11% | -4.2% |
| Q2 2021 | $265,000 | +3.5% | 2,170 | +0.2% | 0.12% | +1.7% |
| Q1 2021 | $256,000 | +10.8% | 2,165 | -0.5% | 0.12% | +11.5% |
| Q4 2020 | $231,000 | +2.2% | 2,176 | +3.4% | 0.10% | -10.3% |
| Q4 2019 | $226,000 | – | 2,105 | – | 0.12% | – |
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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% |