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 | $260,843 | -13.8% | 2,268 | -8.1% | 0.05% | -7.8% |
| Q2 2023 | $302,528 | -0.9% | 2,468 | 0.0% | 0.05% | -12.1% |
| Q1 2023 | $305,316 | -1.1% | 2,468 | 0.0% | 0.06% | -10.8% |
| Q4 2022 | $308,771 | +12.3% | 2,468 | 0.0% | 0.06% | +4.8% |
| Q3 2022 | $275,000 | -9.2% | 2,468 | -3.3% | 0.06% | +5.1% |
| Q2 2022 | $303,000 | -7.3% | 2,551 | 0.0% | 0.06% | +11.3% |
| Q1 2022 | $327,000 | -0.6% | 2,551 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $329,000 | +9.7% | 2,551 | 0.0% | 0.05% | +1.9% |
| Q3 2021 | $300,000 | -3.8% | 2,551 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $312,000 | +3.7% | 2,551 | 0.0% | 0.06% | -3.5% |
| Q1 2021 | $301,000 | +11.5% | 2,551 | 0.0% | 0.06% | +5.6% |
| Q4 2020 | $270,000 | +14.4% | 2,551 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $236,000 | -11.6% | 2,551 | -12.7% | 0.05% | -16.9% |
| Q2 2020 | $267,000 | +14.6% | 2,923 | 0.0% | 0.06% | -9.7% |
| Q1 2020 | $233,000 | -24.6% | 2,923 | +1.8% | 0.07% | +2.9% |
| Q4 2019 | $309,000 | +2.0% | 2,870 | -2.7% | 0.07% | -7.9% |
| Q3 2019 | $303,000 | +2.0% | 2,949 | 0.0% | 0.08% | +15.2% |
| Q2 2019 | $297,000 | +4.2% | 2,949 | +2.8% | 0.07% | +6.5% |
| Q1 2019 | $285,000 | +10.9% | 2,870 | 0.0% | 0.06% | -41.0% |
| Q4 2018 | $257,000 | -21.2% | 2,870 | -16.9% | 0.10% | +40.0% |
| Q4 2017 | $326,000 | +51.6% | 3,452 | +42.2% | 0.08% | +27.1% |
| Q2 2017 | $215,000 | – | 2,428 | – | 0.06% | – |
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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% |