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 | $1,541,479 | -6.2% | 13,403 | 0.0% | 0.25% | +47.7% |
| Q2 2023 | $1,642,940 | -19.4% | 13,403 | -18.6% | 0.17% | -24.9% |
| Q1 2023 | $2,037,627 | +0.1% | 16,471 | +1.2% | 0.23% | -8.8% |
| Q4 2022 | $2,036,040 | +12.3% | 16,274 | +0.1% | 0.25% | +1.6% |
| Q3 2022 | $1,813,000 | -5.9% | 16,256 | +0.2% | 0.25% | -2.4% |
| Q2 2022 | $1,926,000 | -25.7% | 16,224 | -19.8% | 0.25% | -11.8% |
| Q1 2022 | $2,593,000 | +0.5% | 20,234 | +1.3% | 0.29% | +3.6% |
| Q4 2021 | $2,579,000 | +156.9% | 19,970 | +133.8% | 0.28% | +108.3% |
| Q3 2021 | $1,004,000 | -3.9% | 8,543 | 0.0% | 0.13% | -21.3% |
| Q2 2021 | $1,045,000 | +3.7% | 8,543 | 0.0% | 0.17% | -18.0% |
| Q1 2021 | $1,008,000 | +11.4% | 8,543 | 0.0% | 0.21% | -26.2% |
| Q4 2020 | $905,000 | – | 8,543 | – | 0.28% | – |
Download | ||||||
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% |