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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,427 | -27.8% | 1,610 | -26.0% | 0.00% | 0.0% |
| Q1 2022 | $279,000 | +34.1% | 2,175 | +35.1% | 0.00% | 0.0% |
| Q4 2021 | $208,000 | -26.5% | 1,610 | -33.2% | 0.00% | 0.0% |
| Q3 2021 | $283,000 | +39.4% | 2,410 | +45.2% | 0.00% | 0.0% |
| Q2 2021 | $203,000 | -45.9% | 1,660 | -58.2% | 0.00% | -66.7% |
| Q4 2017 | $375,000 | +3.6% | 3,967 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $362,000 | -2.2% | 3,967 | -4.8% | 0.00% | 0.0% |
| Q2 2017 | $370,000 | +0.8% | 4,167 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $367,000 | -25.4% | 4,167 | -27.6% | 0.00% | -40.0% |
| Q4 2016 | $492,000 | -16.2% | 5,753 | -17.3% | 0.01% | -16.7% |
| Q3 2016 | $587,000 | +82.9% | 6,953 | +81.5% | 0.01% | +100.0% |
| Q2 2016 | $321,000 | -38.5% | 3,830 | -41.3% | 0.00% | -40.0% |
| Q1 2016 | $522,000 | +15.0% | 6,530 | +5.7% | 0.01% | +25.0% |
| Q4 2015 | $454,000 | – | 6,176 | – | 0.00% | – |
Download | ||||||
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% |