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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,000 | +100.0% | 12 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | -87.5% | 12 | -83.3% | 0.00% | -100.0% |
| Q4 2020 | $8,000 | +14.3% | 72 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 72 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $7,000 | -85.7% | 72 | -85.6% | 0.00% | -90.9% |
| Q3 2018 | $49,000 | -71.3% | 500 | -74.2% | 0.02% | -45.0% |
| Q1 2017 | $171,000 | -14.5% | 1,939 | -17.0% | 0.04% | -18.4% |
| Q4 2016 | $200,000 | -16.0% | 2,335 | -17.1% | 0.05% | +40.0% |
| Q3 2016 | $238,000 | -24.4% | 2,817 | -24.9% | 0.04% | -60.2% |
| Q2 2016 | $315,000 | +5.0% | 3,753 | 0.0% | 0.09% | -18.5% |
| Q1 2016 | $300,000 | +8.7% | 3,753 | 0.0% | 0.11% | +1.9% |
| Q4 2015 | $276,000 | -34.1% | 3,753 | -35.3% | 0.11% | -40.4% |
| Q3 2015 | $419,000 | -50.8% | 5,800 | -48.0% | 0.18% | -44.9% |
| Q2 2015 | $851,000 | -8.1% | 11,160 | -5.8% | 0.32% | -9.3% |
| Q1 2015 | $926,000 | -0.8% | 11,844 | 0.0% | 0.36% | -5.3% |
| Q4 2014 | $933,000 | -0.4% | 11,844 | -5.3% | 0.38% | -11.5% |
| Q3 2014 | $937,000 | -11.5% | 12,506 | -9.5% | 0.42% | -17.2% |
| Q2 2014 | $1,059,000 | -11.1% | 13,826 | -14.6% | 0.51% | -18.2% |
| Q1 2014 | $1,191,000 | – | 16,190 | – | 0.63% | – |
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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% |