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 | $622,499 | -6.1% | 5,413 | +0.1% | 0.32% | -8.4% |
| Q2 2023 | $662,816 | -1.4% | 5,407 | -0.5% | 0.34% | -5.5% |
| Q1 2023 | $671,971 | -1.0% | 5,432 | +0.1% | 0.36% | -6.2% |
| Q4 2022 | $678,983 | +12.4% | 5,427 | +0.1% | 0.39% | +10.2% |
| Q3 2022 | $604,000 | -6.1% | 5,421 | +0.1% | 0.35% | -1.7% |
| Q2 2022 | $643,000 | -7.5% | 5,416 | +1.0% | 0.36% | +7.8% |
| Q1 2022 | $695,000 | +45.4% | 5,365 | +45.0% | 0.33% | +48.7% |
| Q4 2021 | $478,000 | +13.5% | 3,701 | +3.2% | 0.22% | +2.8% |
| Q3 2021 | $421,000 | +2.2% | 3,585 | +6.4% | 0.22% | +0.5% |
| Q2 2021 | $412,000 | +3.8% | 3,369 | +0.1% | 0.22% | -5.7% |
| Q1 2021 | $397,000 | +11.5% | 3,365 | +0.2% | 0.23% | +2.7% |
| Q4 2020 | $356,000 | – | 3,359 | – | 0.22% | – |
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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% |