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 | 2,370,763 | $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% |