CHARTIST INC /CA/ - SPDR SERIES TRUST ownership

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
CHARTIST INC /CA/ ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$433,780,000
-36.4%
3,386
-35.9%
0.20%
-30.7%
Q4 2021$682,528,000
+9.8%
5,2860.0%0.29%
-0.7%
Q3 2021$621,369,000
-40.6%
5,286
-38.2%
0.30%
-38.9%
Q2 2021$1,045,861,0008,5530.48%
Other shareholders
SPDR SERIES TRUST shareholders Q4 2021
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 1,843,331$217,568,00019.08%
Legacy Financial Group LLC 289,478$34,167,00011.87%
O'Dell Group, LLC 230,525$27,209,0009.53%
Wolff Financial Management LLC 175,571$20,723,0009.50%
DENVER WEALTH MANAGEMENT, INC. 65,145$8,346,0008.80%
MARINO, STRAM & ASSOCIATES LLC 186,448$22,006,0008.60%
Jackson, Grant Investment Advisers, Inc. 156,116$18,426,0008.48%
Altus Wealth Group LLC 65,155$8,161,0008.11%
Hubbell Strickland Wealth Management, LLC 92,118$10,873,0006.99%
Cadent Capital Advisors, LLC 132,706$15,663,0006.95%
View complete list of SPDR SERIES TRUST shareholders