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 | $965,152 | +2.9% | 8,392 | +9.7% | 0.18% | -4.2% |
| Q2 2023 | $937,498 | +181.5% | 7,648 | +184.1% | 0.19% | +23.4% |
| Q1 2023 | $333,026 | +60.2% | 2,692 | +62.0% | 0.15% | +38.7% |
| Q4 2022 | $207,909 | +2.9% | 1,662 | -2.2% | 0.11% | -8.3% |
| Q2 2022 | $202,000 | -6.0% | 1,700 | +1.2% | 0.12% | +27.4% |
| Q1 2022 | $215,000 | -34.5% | 1,680 | -33.9% | 0.10% | -37.5% |
| Q4 2021 | $328,000 | -7.9% | 2,540 | -16.0% | 0.15% | -18.3% |
| Q3 2021 | $356,000 | -27.3% | 3,025 | -24.6% | 0.19% | -29.8% |
| Q2 2021 | $490,000 | -3.2% | 4,011 | -6.4% | 0.26% | -6.0% |
| Q1 2021 | $506,000 | +11.9% | 4,286 | +0.5% | 0.28% | -6.9% |
| Q4 2020 | $452,000 | +6.9% | 4,264 | -6.8% | 0.30% | -14.2% |
| Q3 2020 | $423,000 | -2.5% | 4,574 | -3.9% | 0.35% | -8.5% |
| Q2 2020 | $434,000 | – | 4,759 | – | 0.39% | – |
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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% |