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 | $8,882,777 | -2.6% | 77,235 | +3.8% | 5.74% | -9.8% |
| Q2 2023 | $9,122,458 | -4.6% | 74,421 | -3.7% | 6.37% | -4.2% |
| Q1 2023 | $9,563,390 | -11.6% | 77,305 | -10.6% | 6.64% | -17.8% |
| Q4 2022 | $10,819,000 | +20.4% | 86,475 | +7.3% | 8.08% | -5.1% |
| Q3 2022 | $8,988,000 | +14.4% | 80,610 | +21.8% | 8.52% | +3.8% |
| Q2 2022 | $7,856,000 | -7.5% | 66,192 | +0.7% | 8.20% | +0.7% |
| Q4 2021 | $8,491,000 | +1.7% | 65,759 | +0.9% | 8.15% | -7.4% |
| Q1 2021 | $8,346,000 | – | 65,145 | – | 8.80% | – |
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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% |