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 2023 | $356,531 | -6.2% | 3,100 | 0.0% | 0.06% | -1.5% |
| Q2 2023 | $379,998 | -0.9% | 3,100 | 0.0% | 0.07% | -7.0% |
| Q1 2023 | $383,501 | -1.1% | 3,100 | 0.0% | 0.07% | -6.6% |
| Q4 2022 | $387,841 | +12.1% | 3,100 | 0.0% | 0.08% | +4.1% |
| Q3 2022 | $346,000 | -6.0% | 3,100 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $368,000 | -7.3% | 3,100 | 0.0% | 0.07% | +7.5% |
| Q1 2022 | $397,000 | -0.8% | 3,100 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $400,000 | +6.4% | 3,100 | -3.1% | 0.07% | +1.5% |
| Q3 2021 | $376,000 | -3.8% | 3,200 | 0.0% | 0.06% | -5.8% |
| Q2 2021 | $391,000 | +3.4% | 3,200 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $378,000 | +11.5% | 3,200 | 0.0% | 0.07% | +2.9% |
| Q4 2020 | $339,000 | +14.5% | 3,200 | 0.0% | 0.07% | -2.9% |
| Q3 2020 | $296,000 | +1.4% | 3,200 | 0.0% | 0.07% | -7.9% |
| Q2 2020 | $292,000 | +14.1% | 3,200 | 0.0% | 0.08% | -9.5% |
| Q1 2020 | $256,000 | -25.6% | 3,200 | 0.0% | 0.08% | -4.5% |
| Q4 2019 | $344,000 | +4.9% | 3,200 | 0.0% | 0.09% | -5.4% |
| Q3 2019 | $328,000 | +1.5% | 3,200 | 0.0% | 0.09% | 0.0% |
| Q2 2019 | $323,000 | – | 3,200 | – | 0.09% | – |
Download | ||||||
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% |