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 | $2,270,402 | -58.1% | 19,741 | -55.3% | 0.09% | -13.2% |
| Q2 2023 | $5,415,172 | +63.7% | 44,176 | +65.2% | 0.11% | -43.6% |
| Q1 2023 | $3,307,365 | -2.6% | 26,735 | -1.5% | 0.19% | +79.0% |
| Q4 2022 | $3,397,194 | +447.9% | 27,154 | +388.1% | 0.10% | +94.4% |
| Q3 2022 | $620,000 | -3.9% | 5,563 | +2.4% | 0.05% | 0.0% |
| Q2 2022 | $645,000 | +17.5% | 5,435 | +26.8% | 0.05% | +38.5% |
| Q1 2022 | $549,000 | +8.1% | 4,286 | +9.0% | 0.04% | +8.3% |
| Q4 2021 | $508,000 | +126.8% | 3,931 | +106.0% | 0.04% | +89.5% |
| Q3 2021 | $224,000 | -3.9% | 1,908 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $233,000 | +3.6% | 1,908 | 0.0% | 0.02% | -8.7% |
| Q1 2021 | $225,000 | +11.4% | 1,908 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $202,000 | -22.0% | 1,908 | -35.7% | 0.02% | -52.1% |
| Q1 2020 | $259,000 | -22.5% | 2,968 | -5.3% | 0.05% | -29.4% |
| Q4 2019 | $334,000 | +7.4% | 3,133 | +3.0% | 0.07% | -6.8% |
| Q3 2019 | $311,000 | 0.0% | 3,043 | -1.2% | 0.07% | 0.0% |
| Q2 2019 | $311,000 | +3.7% | 3,081 | +3.2% | 0.07% | +4.3% |
| Q1 2019 | $300,000 | +6.8% | 2,985 | -0.5% | 0.07% | -2.8% |
| Q4 2018 | $281,000 | -16.9% | 3,000 | -13.0% | 0.07% | -13.3% |
| Q3 2018 | $338,000 | +17.8% | 3,450 | +11.3% | 0.08% | -3.5% |
| Q2 2018 | $287,000 | +1.4% | 3,100 | +0.0% | 0.09% | -17.3% |
| Q1 2018 | $283,000 | +7.2% | 3,099 | +10.9% | 0.10% | +5.1% |
| Q4 2017 | $264,000 | +7.3% | 2,794 | +3.6% | 0.10% | +23.8% |
| Q3 2017 | $246,000 | +2.5% | 2,697 | 0.0% | 0.08% | +53.8% |
| Q2 2017 | $240,000 | +0.4% | 2,697 | -0.7% | 0.05% | +2.0% |
| Q1 2017 | $239,000 | -1.2% | 2,715 | 0.0% | 0.05% | -3.8% |
| Q4 2016 | $242,000 | -61.0% | 2,715 | -51.2% | 0.05% | -1.9% |
| Q3 2011 | $620,000 | – | 5,563 | – | 0.05% | – |
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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% |