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 | $141,117 | -6.2% | 1,227 | 0.0% | 0.08% | -8.0% |
| Q2 2023 | $150,406 | -0.9% | 1,227 | 0.0% | 0.09% | -10.3% |
| Q1 2023 | $151,792 | -1.1% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q4 2022 | $153,510 | +12.1% | 1,227 | 0.0% | 0.10% | -1.9% |
| Q3 2022 | $137,000 | -6.2% | 1,227 | 0.0% | 0.10% | -2.8% |
| Q2 2022 | $146,000 | -7.0% | 1,227 | 0.0% | 0.11% | +8.2% |
| Q1 2022 | $157,000 | -0.6% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q4 2021 | $158,000 | +9.0% | 1,227 | 0.0% | 0.10% | +1.1% |
| Q3 2021 | $145,000 | -3.3% | 1,227 | 0.0% | 0.10% | -4.0% |
| Q2 2021 | $150,000 | +3.4% | 1,227 | 0.0% | 0.10% | -7.5% |
| Q1 2021 | $145,000 | +11.5% | 1,227 | 0.0% | 0.11% | +11.5% |
| Q4 2020 | $130,000 | +15.0% | 1,227 | 0.0% | 0.10% | +2.1% |
| Q3 2020 | $113,000 | +1.8% | 1,227 | 0.0% | 0.09% | -6.0% |
| Q2 2020 | $111,000 | +13.3% | 1,227 | 0.0% | 0.10% | +9.9% |
| Q1 2020 | $98,000 | -25.8% | 1,227 | 0.0% | 0.09% | -25.4% |
| Q4 2019 | $132,000 | – | 1,227 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |