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 | $231,676 | -11.5% | 1,890 | -10.6% | 0.04% | -6.2% |
| Q1 2023 | $261,647 | -1.1% | 2,115 | 0.0% | 0.05% | -2.0% |
| Q4 2022 | $264,608 | +0.2% | 2,115 | -10.6% | 0.05% | -14.0% |
| Q3 2022 | $264,000 | -6.0% | 2,365 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $281,000 | -7.3% | 2,365 | 0.0% | 0.06% | +9.6% |
| Q1 2022 | $303,000 | -1.6% | 2,365 | -1.0% | 0.05% | +4.0% |
| Q4 2021 | $308,000 | +6.2% | 2,388 | -3.0% | 0.05% | -9.1% |
| Q3 2021 | $290,000 | -3.7% | 2,463 | 0.0% | 0.06% | -20.3% |
| Q2 2021 | $301,000 | +3.4% | 2,463 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $291,000 | +6.2% | 2,463 | 0.0% | 0.07% | +7.7% |
| Q4 2020 | $274,000 | +21.8% | 2,463 | +0.9% | 0.06% | +1.6% |
| Q3 2020 | $225,000 | +9.2% | 2,440 | +8.2% | 0.06% | +6.7% |
| Q2 2020 | $206,000 | -21.4% | 2,255 | -7.6% | 0.06% | -13.0% |
| Q4 2019 | $262,000 | +4.8% | 2,440 | 0.0% | 0.07% | -2.8% |
| Q3 2019 | $250,000 | -8.4% | 2,440 | -10.9% | 0.07% | -10.1% |
| Q2 2019 | $273,000 | – | 2,740 | – | 0.08% | – |
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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% |