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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,874,000 | +0.0% | 41,466 | +4.1% | 0.98% | -3.1% |
| Q2 2021 | $4,873,000 | +6.1% | 39,850 | +2.5% | 1.02% | -2.0% |
| Q1 2021 | $4,591,000 | +15.7% | 38,893 | +3.9% | 1.04% | +4.5% |
| Q4 2020 | $3,967,000 | +15.9% | 37,445 | +1.1% | 0.99% | +0.6% |
| Q3 2020 | $3,423,000 | +0.1% | 37,050 | -1.1% | 0.98% | -10.6% |
| Q2 2020 | $3,418,000 | +21.7% | 37,478 | +6.6% | 1.10% | -2.0% |
| Q1 2020 | $2,808,000 | +183.9% | 35,159 | +282.3% | 1.12% | +204.1% |
| Q4 2019 | $989,000 | +18.9% | 9,196 | +13.5% | 0.37% | -7.0% |
| Q3 2019 | $832,000 | +25.5% | 8,105 | +23.4% | 0.40% | +18.5% |
| Q2 2019 | $663,000 | +5.6% | 6,568 | +4.0% | 0.34% | -1.2% |
| Q1 2019 | $628,000 | +11.2% | 6,316 | 0.0% | 0.34% | -4.5% |
| Q4 2018 | $565,000 | -4.9% | 6,316 | +4.2% | 0.36% | +1.1% |
| Q3 2018 | $594,000 | +14.5% | 6,061 | +8.3% | 0.35% | +12.1% |
| Q2 2018 | $519,000 | +15.1% | 5,596 | +13.3% | 0.31% | +6.8% |
| Q1 2018 | $451,000 | -18.1% | 4,940 | -15.4% | 0.29% | -20.5% |
| Q4 2017 | $551,000 | – | 5,836 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |