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 | $245,086 | -6.2% | 2,131 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $261,218 | -13.8% | 2,131 | -13.1% | 0.09% | -18.3% |
| Q1 2023 | $303,213 | +28.8% | 2,451 | +30.2% | 0.11% | +19.8% |
| Q4 2022 | $235,457 | -13.8% | 1,882 | -23.2% | 0.09% | -20.9% |
| Q3 2022 | $273,000 | -6.2% | 2,451 | 0.0% | 0.12% | -0.9% |
| Q2 2022 | $291,000 | -7.3% | 2,451 | 0.0% | 0.12% | -10.1% |
| Q1 2022 | $314,000 | -0.6% | 2,451 | 0.0% | 0.13% | +11.2% |
| Q4 2021 | $316,000 | -5.7% | 2,451 | -13.9% | 0.12% | -32.9% |
| Q3 2021 | $335,000 | -3.7% | 2,846 | 0.0% | 0.17% | -8.0% |
| Q2 2021 | $348,000 | +3.6% | 2,846 | 0.0% | 0.19% | -6.5% |
| Q1 2021 | $336,000 | – | 2,846 | – | 0.20% | – |
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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% |