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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $229,111 | +2.2% | 1,852 | +3.3% | 0.06% | +1.7% |
| Q4 2022 | $224,197 | -56.8% | 1,792 | -59.4% | 0.06% | -47.8% |
| Q3 2021 | $519,000 | +7.9% | 4,414 | +12.2% | 0.12% | +0.9% |
| Q2 2021 | $481,000 | +37.8% | 3,934 | +19.1% | 0.11% | +20.0% |
| Q4 2020 | $349,000 | +23.3% | 3,303 | +7.8% | 0.10% | +26.7% |
| Q3 2020 | $283,000 | +22.5% | 3,063 | +20.7% | 0.08% | +17.2% |
| Q2 2020 | $231,000 | -22.2% | 2,538 | -8.2% | 0.06% | -17.9% |
| Q4 2019 | $297,000 | – | 2,765 | – | 0.08% | – |
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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% |