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 | $2,154,522 | -6.1% | 18,733 | +0.1% | 0.08% | -3.5% |
| Q2 2023 | $2,295,103 | -10.8% | 18,723 | -10.0% | 0.08% | -15.0% |
| Q1 2023 | $2,573,277 | +126662.4% | 20,801 | +28.2% | 0.10% | -12.3% |
| Q4 2022 | $2,030 | -99.9% | 16,225 | +4.5% | 0.11% | +8.6% |
| Q3 2022 | $1,731,000 | -22.3% | 15,526 | -17.3% | 0.10% | +14.1% |
| Q2 2022 | $2,228,000 | -22.2% | 18,775 | -16.0% | 0.09% | +19.5% |
| Q1 2022 | $2,863,000 | -2.1% | 22,349 | -1.4% | 0.08% | +18.5% |
| Q4 2021 | $2,925,000 | +0.2% | 22,656 | -2.0% | 0.06% | -15.6% |
| Q3 2021 | $2,918,000 | +2.8% | 23,123 | -0.4% | 0.08% | 0.0% |
| Q2 2021 | $2,838,000 | +4.5% | 23,207 | +0.8% | 0.08% | +6.9% |
| Q1 2021 | $2,717,000 | – | 23,021 | – | 0.07% | – |
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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% |