SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 878 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $210,000 | +1.0% | 1,714 | -2.8% | 0.06% | -3.3% |
| Q1 2021 | $208,000 | -3.3% | 1,763 | -11.8% | 0.06% | -28.6% |
| Q4 2019 | $215,000 | -1.8% | 2,000 | -6.1% | 0.08% | -6.7% |
| Q3 2019 | $219,000 | -10.2% | 2,130 | -12.0% | 0.09% | -11.8% |
| Q2 2019 | $244,000 | +1.7% | 2,421 | +0.4% | 0.10% | -1.9% |
| Q1 2019 | $240,000 | +10.1% | 2,412 | -1.0% | 0.10% | -3.7% |
| Q4 2018 | $218,000 | -9.5% | 2,437 | -0.8% | 0.11% | 0.0% |
| Q3 2018 | $241,000 | +3.9% | 2,456 | -1.9% | 0.11% | -6.1% |
| Q2 2018 | $232,000 | +0.9% | 2,503 | -0.8% | 0.12% | -0.9% |
| Q1 2018 | $230,000 | -6.1% | 2,524 | -2.5% | 0.12% | -1.7% |
| Q4 2017 | $245,000 | +3.4% | 2,590 | -0.4% | 0.12% | -3.3% |
| Q3 2017 | $237,000 | -22.8% | 2,600 | -23.9% | 0.12% | -23.8% |
| Q2 2017 | $307,000 | -0.6% | 3,416 | -2.6% | 0.16% | -4.8% |
| Q1 2017 | $309,000 | -13.2% | 3,508 | -15.7% | 0.17% | -18.4% |
| Q4 2016 | $356,000 | -1.7% | 4,161 | -4.7% | 0.21% | -2.4% |
| Q3 2016 | $362,000 | -10.4% | 4,364 | -9.3% | 0.21% | -11.0% |
| Q2 2016 | $404,000 | -10.4% | 4,810 | -14.7% | 0.24% | -13.5% |
| Q1 2016 | $451,000 | +8.2% | 5,639 | -0.5% | 0.27% | +3.4% |
| Q4 2015 | $417,000 | -12.8% | 5,667 | -14.4% | 0.26% | -20.2% |
| Q3 2015 | $478,000 | -11.6% | 6,620 | -6.2% | 0.33% | -5.7% |
| Q2 2015 | $541,000 | -14.1% | 7,059 | -12.1% | 0.35% | -13.1% |
| Q1 2015 | $630,000 | -3.8% | 8,029 | -3.8% | 0.40% | -5.6% |
| Q4 2014 | $655,000 | – | 8,344 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |