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 | $42,554 | +395.9% | 370 | +428.6% | 0.00% | – |
| Q2 2023 | $8,581 | -80.4% | 70 | -80.2% | 0.00% | – |
| Q1 2023 | $43,670 | -100.0% | 353 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $116,371,459 | +3.3% | 930,153 | -8.0% | 0.50% | -4.4% |
| Q3 2022 | $112,686,000 | +751140.0% | 1,010,640 | +886426.3% | 0.53% | – |
| Q4 2021 | $15,000 | +15.4% | 114 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | -100.0% | 114 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $83,128,000 | +639346.2% | 679,816 | +629359.3% | 0.38% | – |
| Q1 2021 | $13,000 | -99.9% | 108 | -99.9% | 0.00% | -100.0% |
| Q3 2016 | $18,167,000 | +605466.7% | 215,355 | +615200.0% | 0.28% | – |
| Q1 2016 | $3,000 | -91.9% | 35 | -93.0% | 0.00% | -100.0% |
| Q4 2015 | $37,000 | -98.3% | 499 | -98.3% | 0.00% | -95.7% |
| Q3 2015 | $2,170,000 | +860.2% | 30,074 | +915.7% | 0.02% | +360.0% |
| Q2 2015 | $226,000 | -3.4% | 2,961 | -0.9% | 0.01% | 0.0% |
| Q1 2015 | $234,000 | -96.4% | 2,989 | -96.4% | 0.01% | -96.5% |
| Q4 2014 | $6,527,000 | +2553.3% | 82,834 | +2419.3% | 0.14% | +2266.7% |
| Q3 2014 | $246,000 | -1.6% | 3,288 | +0.9% | 0.01% | +20.0% |
| Q2 2014 | $250,000 | -95.9% | 3,258 | -96.0% | 0.01% | -96.6% |
| Q1 2014 | $6,068,000 | -45.1% | 82,461 | -45.8% | 0.15% | -43.5% |
| Q4 2013 | $11,047,000 | -22.6% | 152,114 | -26.5% | 0.26% | -27.2% |
| Q3 2013 | $14,268,000 | – | 206,967 | – | 0.36% | – |
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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% |