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 | $89,823 | +75.3% | 781 | +86.8% | 0.01% | +71.4% |
Q2 2023 | $51,238 | -20.0% | 418 | -19.3% | 0.01% | -30.0% |
Q1 2023 | $64,082 | -1.1% | 518 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $64,807 | +11.7% | 518 | -1.0% | 0.01% | 0.0% |
Q3 2022 | $58,000 | -6.5% | 523 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $62,000 | -22.5% | 523 | -16.1% | 0.01% | -9.1% |
Q1 2022 | $80,000 | 0.0% | 623 | 0.0% | 0.01% | +10.0% |
Q4 2021 | $80,000 | -2.4% | 623 | -10.7% | 0.01% | -9.1% |
Q3 2021 | $82,000 | -3.5% | 698 | 0.0% | 0.01% | -8.3% |
Q2 2021 | $85,000 | +3.7% | 698 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $82,000 | +10.8% | 698 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $74,000 | +15.6% | 698 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $64,000 | 0.0% | 698 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $64,000 | +28.0% | 698 | +11.5% | 0.01% | +7.7% |
Q1 2020 | $50,000 | -32.4% | 626 | -9.1% | 0.01% | -23.5% |
Q4 2019 | $74,000 | – | 689 | – | 0.02% | – |
Download |
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% |