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 | $2,165,983 | -6.2% | 18,833 | 0.0% | 0.21% | -3.2% |
| Q2 2023 | $2,308,549 | -3.4% | 18,833 | -2.5% | 0.22% | -10.6% |
| Q1 2023 | $2,389,953 | +81468.4% | 19,319 | -17.5% | 0.25% | -27.2% |
| Q4 2022 | $2,930 | -99.9% | 23,419 | -0.0% | 0.34% | +8.0% |
| Q3 2022 | $2,612,000 | -7.7% | 23,427 | -1.7% | 0.31% | +0.3% |
| Q2 2022 | $2,830,000 | -7.1% | 23,842 | +0.3% | 0.31% | +6.1% |
| Q1 2022 | $3,045,000 | -0.8% | 23,772 | 0.0% | 0.29% | +0.3% |
| Q4 2021 | $3,069,000 | +6.3% | 23,772 | -3.2% | 0.29% | -2.0% |
| Q3 2021 | $2,887,000 | -4.2% | 24,557 | -0.3% | 0.30% | -6.3% |
| Q2 2021 | $3,012,000 | +186.6% | 24,635 | +87.2% | 0.32% | +62.8% |
| Q1 2021 | $1,051,000 | -24.4% | 13,158 | +0.2% | 0.20% | +7.1% |
| Q4 2020 | $1,391,000 | +14.4% | 13,128 | -0.2% | 0.18% | 0.0% |
| Q3 2020 | $1,216,000 | +1.3% | 13,158 | 0.0% | 0.18% | -1.6% |
| Q2 2020 | $1,200,000 | -55.5% | 13,158 | -49.9% | 0.19% | -17.3% |
| Q1 2020 | $2,696,000 | +88.5% | 26,276 | +97.6% | 0.22% | +1.8% |
| Q4 2019 | $1,430,000 | +6.1% | 13,297 | +1.2% | 0.22% | -1.8% |
| Q3 2019 | $1,348,000 | +0.4% | 13,138 | -1.3% | 0.22% | -3.4% |
| Q2 2019 | $1,343,000 | +1.8% | 13,309 | +0.3% | 0.23% | -4.1% |
| Q1 2019 | $1,319,000 | +178.9% | 13,269 | +151.2% | 0.24% | +150.5% |
| Q4 2018 | $473,000 | -50.7% | 5,282 | -49.7% | 0.10% | -39.0% |
| Q3 2017 | $959,000 | +2.7% | 10,502 | 0.0% | 0.16% | -7.0% |
| Q2 2017 | $934,000 | +0.9% | 10,502 | 0.0% | 0.17% | -7.1% |
| Q1 2017 | $926,000 | – | 10,502 | +349966.7% | 0.18% | – |
| Q1 2015 | $0 | – | 3 | – | 0.00% | – |
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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% |