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 | $1,039,692 | -36.6% | 9,040 | -32.4% | 0.96% | -32.8% |
| Q2 2023 | $1,639,634 | +12.6% | 13,376 | +7.4% | 1.43% | -7.6% |
| Q1 2023 | $1,455,663 | -36.8% | 12,451 | -32.4% | 1.55% | -26.2% |
| Q4 2022 | $2,302,780 | +17.4% | 18,406 | +4.6% | 2.10% | +14.8% |
| Q3 2022 | $1,961,000 | -6.1% | 17,591 | 0.0% | 1.83% | +0.2% |
| Q2 2022 | $2,088,000 | -2.1% | 17,591 | +5.7% | 1.83% | +18.2% |
| Q1 2022 | $2,133,000 | +2.4% | 16,649 | +3.3% | 1.55% | +10.4% |
| Q4 2021 | $2,082,000 | +9.7% | 16,124 | -0.2% | 1.40% | +4.2% |
| Q3 2021 | $1,898,000 | -5.1% | 16,149 | -1.2% | 1.34% | -4.5% |
| Q2 2021 | $1,999,000 | +6.5% | 16,344 | +2.8% | 1.41% | -1.7% |
| Q1 2021 | $1,877,000 | +14.3% | 15,904 | +2.6% | 1.43% | +8.6% |
| Q4 2020 | $1,642,000 | +21.9% | 15,504 | +6.3% | 1.32% | +9.1% |
| Q3 2020 | $1,347,000 | +1.8% | 14,579 | +0.5% | 1.21% | -3.1% |
| Q2 2020 | $1,323,000 | +12.1% | 14,504 | -1.9% | 1.25% | -2.4% |
| Q1 2020 | $1,180,000 | +11.6% | 14,779 | +50.4% | 1.28% | +25.5% |
| Q4 2019 | $1,057,000 | – | 9,829 | – | 1.02% | – |
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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% |