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 2021 | $470,000 | +104.3% | 3,640 | +86.2% | 0.02% | +80.0% |
| Q3 2021 | $230,000 | -6.1% | 1,955 | -2.5% | 0.01% | 0.0% |
| Q2 2021 | $245,000 | +2.9% | 2,005 | -0.7% | 0.01% | -9.1% |
| Q1 2021 | $238,000 | +8.7% | 2,020 | -2.5% | 0.01% | +10.0% |
| Q4 2020 | $219,000 | +7.9% | 2,072 | +9.9% | 0.01% | -9.1% |
| Q4 2019 | $203,000 | +1.0% | 1,885 | -16.7% | 0.01% | -21.4% |
| Q2 2017 | $201,000 | -4.7% | 2,264 | -8.1% | 0.01% | -6.7% |
| Q4 2016 | $211,000 | -0.5% | 2,464 | -2.0% | 0.02% | -6.2% |
| Q3 2016 | $212,000 | +4.4% | 2,514 | -5.6% | 0.02% | 0.0% |
| Q2 2015 | $203,000 | – | 2,664 | – | 0.02% | – |
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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% |