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 | $122 | +41.9% | 1,069 | +51.0% | 0.00% | – |
| Q2 2023 | $86 | -100.0% | 708 | -66.1% | 0.00% | – |
| Q4 2021 | $269,000 | +249.4% | 2,090 | +185.5% | 0.00% | – |
| Q4 2020 | $77,000 | +165.5% | 732 | +97.3% | 0.00% | – |
| Q1 2020 | $29,000 | +16.0% | 371 | +53.9% | 0.00% | – |
| Q4 2019 | $25,000 | -32.4% | 241 | -34.7% | 0.00% | – |
| Q3 2019 | $37,000 | -95.4% | 369 | -95.5% | 0.00% | -100.0% |
| Q1 2019 | $813,000 | +6675.0% | 8,180 | +6050.4% | 0.00% | – |
| Q2 2018 | $12,000 | -83.6% | 133 | -83.4% | 0.00% | -100.0% |
| Q1 2018 | $73,000 | -75.4% | 803 | -75.3% | 0.00% | -75.0% |
| Q3 2017 | $297,000 | +560.0% | 3,256 | +432.0% | 0.01% | +200.0% |
| Q4 2015 | $45,000 | -87.3% | 612 | -87.6% | 0.00% | -84.6% |
| Q3 2015 | $355,000 | – | 4,922 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |