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 | 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% |