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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $265,516 | -59.9% | 2,166 | -59.6% | 0.13% | -63.3% |
| Q1 2023 | $662,643 | -4.7% | 5,356 | -3.6% | 0.36% | +1.7% |
| Q4 2022 | $695,260 | +15.3% | 5,557 | +2.8% | 0.35% | -6.1% |
| Q3 2022 | $603,000 | -9.7% | 5,404 | -4.0% | 0.38% | +9.0% |
| Q2 2022 | $668,000 | +4.4% | 5,627 | +12.6% | 0.35% | -1.4% |
| Q1 2022 | $640,000 | +1.6% | 4,997 | +2.4% | 0.35% | +22.7% |
| Q4 2021 | $630,000 | +15.8% | 4,878 | +5.5% | 0.29% | +10.4% |
| Q3 2021 | $544,000 | -5.6% | 4,624 | -1.8% | 0.26% | -19.3% |
| Q2 2021 | $576,000 | +53.2% | 4,711 | +47.7% | 0.32% | +48.6% |
| Q1 2021 | $376,000 | +35.7% | 3,189 | +21.9% | 0.22% | +12.5% |
| Q4 2020 | $277,000 | +28.2% | 2,616 | +12.0% | 0.19% | +2.1% |
| Q3 2020 | $216,000 | +81.5% | 2,335 | +111.3% | 0.19% | +111.2% |
| Q4 2019 | $119,000 | – | 1,105 | – | 0.09% | – |
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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% |