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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210,961 | -1.4% | 1,721 | -0.5% | 0.02% | -4.5% |
| Q1 2023 | $213,895 | -1.1% | 1,729 | 0.0% | 0.02% | -12.0% |
| Q4 2022 | $216,315 | +5.5% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $205,000 | -7.7% | 1,729 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $222,000 | -0.4% | 1,729 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $223,000 | +9.9% | 1,729 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $203,000 | -24.0% | 1,729 | -20.9% | 0.02% | -26.7% |
| Q2 2021 | $267,000 | +30.9% | 2,186 | +26.4% | 0.03% | +15.4% |
| Q1 2021 | $204,000 | -1.9% | 1,729 | -18.6% | 0.03% | -49.0% |
| Q3 2018 | $208,000 | +3.5% | 2,125 | 0.0% | 0.05% | -1.9% |
| Q4 2017 | $201,000 | -88.9% | 2,125 | -91.3% | 0.05% | -94.1% |
| Q1 2014 | $1,803,000 | -46.0% | 24,500 | -46.7% | 0.88% | -42.8% |
| Q4 2013 | $3,339,000 | +6.2% | 45,985 | +0.9% | 1.53% | -6.2% |
| Q3 2013 | $3,143,000 | +3.9% | 45,585 | -0.1% | 1.63% | -14.0% |
| Q2 2013 | $3,025,000 | – | 45,625 | – | 1.90% | – |
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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% |