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 | $712,602 | -6.2% | 6,196 | -0.0% | 0.46% | -3.0% |
| Q2 2023 | $759,628 | -0.9% | 6,197 | 0.0% | 0.47% | -3.5% |
| Q1 2023 | $766,631 | -1.1% | 6,197 | 0.0% | 0.49% | -11.6% |
| Q4 2022 | $775,307 | +12.2% | 6,197 | 0.0% | 0.55% | -3.2% |
| Q3 2022 | $691,000 | -6.1% | 6,197 | 0.0% | 0.57% | -11.2% |
| Q2 2022 | $736,000 | -1.7% | 6,197 | +6.0% | 0.64% | +7.3% |
| Q1 2022 | $749,000 | -0.8% | 5,845 | -0.1% | 0.60% | +5.8% |
| Q4 2021 | $755,000 | +9.9% | 5,848 | 0.0% | 0.57% | -0.9% |
| Q3 2021 | $687,000 | -3.9% | 5,848 | 0.0% | 0.57% | -3.2% |
| Q2 2021 | $715,000 | +49.3% | 5,848 | +44.2% | 0.59% | +33.2% |
| Q1 2021 | $479,000 | +7.9% | 4,055 | -3.3% | 0.44% | -12.6% |
| Q4 2020 | $444,000 | – | 4,195 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |