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 | $702,146 | -10.1% | 6,320 | -0.2% | 0.04% | +22.9% |
| Q2 2023 | $780,914 | +121.8% | 6,331 | +124.3% | 0.04% | +6.1% |
| Q1 2023 | $352,056 | +43.9% | 2,823 | +46.0% | 0.03% | +32.0% |
| Q4 2022 | $244,718 | +5.5% | 1,933 | 0.0% | 0.02% | -3.8% |
| Q3 2022 | $232,000 | -1.3% | 1,933 | 0.0% | 0.03% | -18.8% |
| Q2 2022 | $235,000 | -6.0% | 1,933 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $250,000 | -9.1% | 1,933 | -11.9% | 0.03% | -3.0% |
| Q4 2021 | $275,000 | -17.7% | 2,195 | -17.3% | 0.03% | -10.8% |
| Q3 2021 | $334,000 | +9.5% | 2,654 | +6.5% | 0.04% | -14.0% |
| Q2 2021 | $305,000 | – | 2,492 | – | 0.04% | – |
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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% |