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 | $8,572,155 | +608.1% | 74,534 | +654.7% | 5.62% | +350.7% |
| Q2 2023 | $1,210,600 | -5.3% | 9,876 | -4.4% | 1.25% | -29.2% |
| Q1 2023 | $1,278,172 | -1.9% | 10,332 | -0.8% | 1.76% | -4.9% |
| Q4 2022 | $1,303,396 | +24.3% | 10,418 | +10.8% | 1.85% | +12.9% |
| Q3 2022 | $1,049,000 | +5.5% | 9,404 | +12.3% | 1.64% | +33.1% |
| Q2 2022 | $994,000 | -9.4% | 8,374 | -2.2% | 1.23% | +52.5% |
| Q1 2022 | $1,097,000 | +6.2% | 8,562 | +7.0% | 0.81% | +15.3% |
| Q4 2021 | $1,033,000 | +9.7% | 8,003 | -0.2% | 0.70% | +12.5% |
| Q3 2021 | $942,000 | +4.8% | 8,017 | +9.0% | 0.62% | +4.5% |
| Q2 2021 | $899,000 | +37.5% | 7,354 | +32.8% | 0.60% | +27.4% |
| Q1 2021 | $654,000 | +195.9% | 5,539 | +165.9% | 0.47% | +153.8% |
| Q4 2020 | $221,000 | – | 2,083 | – | 0.18% | – |
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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% |