SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 878 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 2023 | $3,833,036 | +143.7% | 31,550 | +150.4% | 0.80% | +118.7% |
| Q4 2022 | $1,573,018 | +19.7% | 12,602 | +6.9% | 0.36% | +4.0% |
| Q3 2022 | $1,314,000 | +4.0% | 11,786 | +10.7% | 0.35% | +30.1% |
| Q2 2022 | $1,263,000 | -4.9% | 10,645 | +2.7% | 0.27% | +13.0% |
| Q1 2022 | $1,328,000 | +0.5% | 10,363 | +1.3% | 0.24% | +3.0% |
| Q4 2021 | $1,321,000 | +9.1% | 10,234 | +3.3% | 0.23% | +3.6% |
| Q3 2021 | $1,211,000 | +1.0% | 9,908 | +3.5% | 0.22% | -22.0% |
| Q2 2021 | $1,199,000 | +0.9% | 9,570 | -1.5% | 0.29% | -5.3% |
| Q1 2021 | $1,188,000 | +25.3% | 9,715 | +8.6% | 0.30% | -28.8% |
| Q4 2020 | $948,000 | -2.6% | 8,948 | -4.7% | 0.42% | -11.1% |
| Q3 2020 | $973,000 | -76.5% | 9,389 | -77.9% | 0.48% | -69.9% |
| Q2 2020 | $4,147,000 | – | 42,543 | – | 1.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |