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 | $369,633 | -11.0% | 3,331 | +1.0% | 0.02% | -9.1% |
| Q2 2023 | $415,477 | +9.0% | 3,297 | +7.8% | 0.02% | 0.0% |
| Q1 2023 | $381,330 | -4.4% | 3,058 | +0.0% | 0.02% | -8.3% |
| Q4 2022 | $399,014 | +6.1% | 3,057 | -0.1% | 0.02% | -11.1% |
| Q3 2022 | $376,000 | 0.0% | 3,061 | +3.0% | 0.03% | 0.0% |
| Q2 2022 | $376,000 | +4.4% | 2,972 | +1.2% | 0.03% | 0.0% |
| Q1 2022 | $360,000 | -6.7% | 2,938 | -5.7% | 0.03% | 0.0% |
| Q4 2021 | $386,000 | -1.8% | 3,114 | 0.0% | 0.03% | -3.6% |
| Q3 2021 | $393,000 | -47.6% | 3,114 | -48.9% | 0.03% | 0.0% |
| Q2 2021 | $750,000 | +137.3% | 6,092 | +135.9% | 0.03% | +7.7% |
| Q1 2021 | $316,000 | +12.9% | 2,582 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $280,000 | +471.4% | 2,582 | +383.5% | 0.03% | +285.7% |
| Q3 2018 | $49,000 | +188.2% | 534 | +182.5% | 0.01% | +133.3% |
| Q2 2018 | $17,000 | -63.8% | 189 | -63.7% | 0.00% | -62.5% |
| Q3 2017 | $47,000 | +193.8% | 520 | +190.5% | 0.01% | +60.0% |
| Q1 2017 | $16,000 | +6.7% | 179 | +0.6% | 0.01% | 0.0% |
| Q4 2016 | $15,000 | – | 178 | – | 0.01% | – |
Download | ||||||
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% |