SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 893 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $454,142 | -40.6% | 3,634 | -45.4% | 0.26% | -46.6% |
| Q3 2023 | $764,816 | -30.5% | 6,650 | -25.9% | 0.48% | -28.3% |
| Q2 2023 | $1,099,830 | -19.4% | 8,972 | -18.6% | 0.67% | -21.6% |
| Q1 2023 | $1,363,784 | -4.0% | 11,024 | -2.9% | 0.86% | -6.6% |
| Q4 2022 | $1,421,098 | +14.8% | 11,359 | +2.3% | 0.92% | +4.2% |
| Q3 2022 | $1,238,000 | -5.4% | 11,107 | +0.7% | 0.88% | -0.9% |
| Q2 2022 | $1,309,000 | -11.6% | 11,031 | -4.5% | 0.89% | 0.0% |
| Q1 2022 | $1,480,000 | -0.7% | 11,556 | +0.1% | 0.89% | +1.1% |
| Q4 2021 | $1,490,000 | +1.6% | 11,540 | -7.5% | 0.88% | -6.6% |
| Q3 2021 | $1,466,000 | -6.6% | 12,469 | -2.9% | 0.94% | -6.1% |
| Q2 2021 | $1,570,000 | +3.9% | 12,842 | +0.3% | 1.00% | -2.9% |
| Q1 2021 | $1,511,000 | +8.7% | 12,798 | -2.5% | 1.04% | +1.0% |
| Q4 2020 | $1,390,000 | – | 13,121 | – | 1.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |