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 | $179,685 | -10.8% | 1,562 | -5.0% | 0.08% | -1.3% |
| Q2 2023 | $201,538 | +5.5% | 1,644 | +6.5% | 0.08% | -16.8% |
| Q1 2023 | $190,986 | -2.3% | 1,543 | -1.2% | 0.10% | +5.6% |
| Q4 2022 | $195,393 | +22.9% | 1,562 | +9.2% | 0.09% | +11.1% |
| Q3 2022 | $159,000 | +20.5% | 1,430 | +29.1% | 0.08% | +20.9% |
| Q2 2022 | $132,000 | -27.5% | 1,108 | -21.9% | 0.07% | -17.3% |
| Q1 2022 | $182,000 | -12.9% | 1,419 | -12.1% | 0.08% | -3.6% |
| Q4 2021 | $209,000 | +3.5% | 1,615 | -5.8% | 0.08% | -10.6% |
| Q3 2021 | $202,000 | -3.3% | 1,715 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $209,000 | +14.2% | 1,715 | +16.0% | 0.10% | +5.6% |
| Q1 2021 | $183,000 | +17.3% | 1,479 | 0.0% | 0.09% | +2.3% |
| Q4 2020 | $156,000 | +13.0% | 1,479 | 0.0% | 0.09% | +7.3% |
| Q3 2020 | $138,000 | – | 1,479 | – | 0.08% | – |
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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% |