SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $17,371 | +8.7% | 139 | 0.0% | 0.00% | 0.0% |
Q3 2023 | $15,986 | -39.2% | 139 | -35.0% | 0.00% | -42.9% |
Q2 2023 | $26,294 | -0.7% | 214 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $26,473 | -1.1% | 214 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $26,773 | +40.9% | 214 | +19.6% | 0.01% | +40.0% |
Q3 2022 | $19,000 | -9.5% | 179 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $21,000 | -4.5% | 179 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $22,000 | +69.2% | 179 | +72.1% | 0.01% | +66.7% |
Q4 2021 | $13,000 | +8.3% | 104 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $12,000 | 0.0% | 104 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $12,000 | +50.0% | 104 | +23.8% | 0.00% | +50.0% |
Q4 2020 | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $7,000 | +16.7% | 84 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $6,000 | -33.3% | 84 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $9,000 | – | 84 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |