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 2021 | $6,979,000 | -4.3% | 59,371 | -0.4% | 0.47% | -4.9% |
| Q2 2021 | $7,291,000 | +2.1% | 59,623 | -1.5% | 0.49% | -5.9% |
| Q1 2021 | $7,144,000 | +16.8% | 60,527 | +4.9% | 0.52% | +11.3% |
| Q4 2020 | $6,114,000 | +6.0% | 57,719 | +1.8% | 0.47% | -6.9% |
| Q3 2020 | $5,770,000 | +10.4% | 56,722 | -1.0% | 0.50% | +0.2% |
| Q2 2020 | $5,225,000 | +7.5% | 57,293 | -5.9% | 0.50% | -9.9% |
| Q1 2020 | $4,862,000 | -28.0% | 60,882 | -3.1% | 0.56% | -11.7% |
| Q4 2019 | $6,756,000 | +6.5% | 62,808 | +1.6% | 0.63% | -6.6% |
| Q3 2019 | $6,344,000 | +0.3% | 61,832 | -1.4% | 0.68% | +2.9% |
| Q2 2019 | $6,326,000 | -2.5% | 62,709 | -3.9% | 0.66% | -7.1% |
| Q1 2019 | $6,488,000 | +6.4% | 65,265 | -4.2% | 0.71% | -6.5% |
| Q4 2018 | $6,099,000 | – | 68,127 | – | 0.76% | – |
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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% |