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 | $632,670 | -13.2% | 5,501 | -7.5% | 0.38% | -1.3% |
| Q2 2023 | $729,106 | +13.8% | 5,948 | +14.9% | 0.39% | +44.4% |
| Q1 2023 | $640,447 | -1.1% | 5,177 | 0.0% | 0.27% | -14.8% |
| Q4 2022 | $647,694 | +14.0% | 5,177 | +1.6% | 0.32% | +21.5% |
| Q3 2022 | $568,000 | -12.6% | 5,096 | -7.0% | 0.26% | -11.2% |
| Q2 2022 | $650,000 | -54.4% | 5,480 | -50.7% | 0.29% | 0.0% |
| Q1 2022 | $1,424,000 | +98.3% | 11,122 | +100.0% | 0.29% | -7.3% |
| Q4 2021 | $718,000 | +9.8% | 5,561 | -0.0% | 0.32% | 0.0% |
| Q3 2021 | $654,000 | -4.5% | 5,562 | -0.7% | 0.32% | -9.9% |
| Q2 2021 | $685,000 | +8.6% | 5,599 | +4.8% | 0.35% | -5.1% |
| Q1 2021 | $631,000 | +11.5% | 5,343 | +0.0% | 0.37% | -1.9% |
| Q4 2020 | $566,000 | +12.3% | 5,342 | -2.1% | 0.38% | +1.6% |
| Q3 2020 | $504,000 | +2.9% | 5,456 | +1.7% | 0.37% | -2.4% |
| Q2 2020 | $490,000 | +15.3% | 5,367 | +0.8% | 0.38% | -5.7% |
| Q1 2020 | $425,000 | -25.7% | 5,322 | 0.0% | 0.40% | -16.2% |
| Q4 2019 | $572,000 | – | 5,322 | – | 0.48% | – |
Download | ||||||
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% |