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 2022 | $16,000 | -5.9% | 145 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $17,000 | -10.5% | 145 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $19,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +11.8% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $17,000 | -5.6% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 145 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +13.3% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +15.4% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $13,000 | -95.9% | 145 | -96.4% | 0.00% | -97.2% |
| Q1 2020 | $318,000 | -43.2% | 3,981 | -23.5% | 0.11% | -53.7% |
| Q4 2019 | $560,000 | -46.7% | 5,206 | -49.2% | 0.23% | -35.5% |
| Q3 2019 | $1,051,000 | +87.0% | 10,241 | +83.9% | 0.36% | +129.5% |
| Q2 2019 | $562,000 | +100.0% | 5,568 | +96.7% | 0.16% | +85.7% |
| Q1 2019 | $281,000 | +162.6% | 2,830 | +136.8% | 0.08% | +127.0% |
| Q4 2018 | $107,000 | -62.3% | 1,195 | -58.7% | 0.04% | -58.9% |
| Q3 2018 | $284,000 | +234.1% | 2,895 | +216.4% | 0.09% | +200.0% |
| Q2 2018 | $85,000 | +9.0% | 915 | -13.7% | 0.03% | +3.4% |
| Q4 2015 | $78,000 | -54.7% | 1,060 | -55.5% | 0.03% | -67.0% |
| Q3 2015 | $172,000 | -5.0% | 2,380 | 0.0% | 0.09% | +31.3% |
| Q2 2015 | $181,000 | -22.6% | 2,380 | -20.5% | 0.07% | -23.0% |
| Q1 2015 | $234,000 | -13.7% | 2,995 | -13.1% | 0.09% | -25.6% |
| Q4 2014 | $271,000 | +5.0% | 3,445 | 0.0% | 0.12% | -26.4% |
| Q3 2014 | $258,000 | -2.3% | 3,445 | 0.0% | 0.16% | -3.0% |
| Q2 2014 | $264,000 | +4.3% | 3,445 | 0.0% | 0.16% | -7.9% |
| Q1 2014 | $253,000 | +1.2% | 3,445 | 0.0% | 0.18% | -1.7% |
| Q4 2013 | $250,000 | – | 3,445 | – | 0.18% | – |
Download | ||||||
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% |