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 | $1,145,000 | -6.1% | 9,954 | -0.0% | 0.17% | +19.0% |
| Q2 2023 | $1,220,000 | -0.9% | 9,956 | +0.0% | 0.14% | -7.2% |
| Q1 2023 | $1,231,000 | -1.1% | 9,953 | +0.0% | 0.15% | -14.5% |
| Q4 2022 | $1,245,000 | +12.3% | 9,951 | +0.0% | 0.18% | -5.3% |
| Q3 2022 | $1,109,000 | -7.7% | 9,948 | -1.7% | 0.19% | -13.7% |
| Q2 2022 | $1,201,000 | -7.3% | 10,120 | +0.1% | 0.22% | +5.3% |
| Q1 2022 | $1,295,000 | -15.7% | 10,111 | -15.0% | 0.21% | -12.2% |
| Q4 2021 | $1,537,000 | +9.4% | 11,902 | -0.4% | 0.24% | +3.5% |
| Q3 2021 | $1,405,000 | -4.4% | 11,952 | -0.6% | 0.23% | +5.0% |
| Q2 2021 | $1,470,000 | +2.6% | 12,025 | -0.9% | 0.22% | -10.7% |
| Q1 2021 | $1,433,000 | – | 12,139 | – | 0.24% | – |
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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% |