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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | -0.4% | 1,737 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $224,000 | +9.8% | 1,737 | 0.0% | 0.02% | -9.5% |
| Q3 2021 | $204,000 | -3.8% | 1,737 | 0.0% | 0.02% | -22.2% |
| Q2 2021 | $212,000 | +2.9% | 1,737 | -0.3% | 0.03% | -6.9% |
| Q1 2021 | $206,000 | +0.5% | 1,743 | -22.5% | 0.03% | -37.0% |
| Q2 2020 | $205,000 | -63.1% | 2,249 | -67.6% | 0.05% | -70.9% |
| Q1 2020 | $555,000 | -54.8% | 6,951 | -39.1% | 0.16% | -41.7% |
| Q4 2019 | $1,229,000 | – | 11,422 | – | 0.27% | – |
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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% |