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 2021 | $521,000 | +9.9% | 4,034 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $474,000 | -3.9% | 4,034 | 0.0% | 0.03% | -6.9% |
| Q2 2021 | $493,000 | +6.5% | 4,034 | +2.8% | 0.03% | 0.0% |
| Q1 2021 | $463,000 | +11.3% | 3,926 | 0.0% | 0.03% | +3.6% |
| Q4 2020 | $416,000 | +14.6% | 3,926 | 0.0% | 0.03% | +33.3% |
| Q3 2020 | $363,000 | +5.2% | 3,926 | +3.8% | 0.02% | -4.5% |
| Q2 2020 | $345,000 | -77.8% | 3,784 | -80.6% | 0.02% | -81.0% |
| Q1 2020 | $1,556,000 | -48.0% | 19,479 | -30.0% | 0.12% | -38.0% |
| Q4 2019 | $2,991,000 | +9.1% | 27,809 | +2.4% | 0.19% | -0.5% |
| Q2 2019 | $2,741,000 | +0.9% | 27,169 | -0.5% | 0.19% | -4.1% |
| Q1 2019 | $2,716,000 | -37.2% | 27,319 | -43.5% | 0.20% | -42.2% |
| Q4 2018 | $4,327,000 | +1095.3% | 48,339 | +1208.6% | 0.34% | +1256.0% |
| Q3 2018 | $362,000 | +7.4% | 3,694 | 0.0% | 0.02% | -3.8% |
| Q1 2018 | $337,000 | -3.4% | 3,694 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $349,000 | +3.6% | 3,694 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $337,000 | +2.7% | 3,694 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $328,000 | -3.8% | 3,694 | -4.6% | 0.03% | -7.1% |
| Q1 2017 | $341,000 | -2.3% | 3,874 | -4.9% | 0.03% | -3.4% |
| Q4 2016 | $349,000 | +11.9% | 4,074 | +10.3% | 0.03% | 0.0% |
| Q3 2016 | $312,000 | +0.6% | 3,694 | 0.0% | 0.03% | -3.3% |
| Q2 2016 | $310,000 | +1.0% | 3,694 | -3.9% | 0.03% | 0.0% |
| Q1 2016 | $307,000 | +20.4% | 3,844 | +11.0% | 0.03% | +15.4% |
| Q4 2015 | $255,000 | +2.0% | 3,464 | 0.0% | 0.03% | -3.7% |
| Q3 2015 | $250,000 | -5.3% | 3,464 | 0.0% | 0.03% | +3.8% |
| Q2 2015 | $264,000 | -2.6% | 3,464 | 0.0% | 0.03% | -3.7% |
| Q1 2015 | $271,000 | -0.7% | 3,464 | 0.0% | 0.03% | -6.9% |
| Q4 2014 | $273,000 | +5.0% | 3,464 | 0.0% | 0.03% | +3.6% |
| Q3 2014 | $260,000 | -1.9% | 3,464 | 0.0% | 0.03% | -3.4% |
| Q2 2014 | $265,000 | +3.9% | 3,464 | 0.0% | 0.03% | +3.6% |
| Q1 2014 | $255,000 | +1.2% | 3,464 | 0.0% | 0.03% | -3.4% |
| Q4 2013 | $252,000 | +5.4% | 3,464 | 0.0% | 0.03% | 0.0% |
| Q3 2013 | $239,000 | – | 3,464 | – | 0.03% | – |
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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% |