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 | $444 | -6.7% | 3,869 | -0.4% | 0.35% | +1.8% |
| Q2 2023 | $476 | -10.9% | 3,884 | -9.9% | 0.34% | -15.4% |
| Q1 2023 | $534 | -66.2% | 4,313 | -65.9% | 0.40% | -59.6% |
| Q4 2022 | $1,582 | -99.9% | 12,648 | -0.1% | 0.99% | +13.9% |
| Q3 2022 | $1,411,000 | -6.1% | 12,663 | 0.0% | 0.87% | -0.7% |
| Q2 2022 | $1,503,000 | -12.5% | 12,663 | -5.5% | 0.88% | +7.6% |
| Q1 2022 | $1,717,000 | +0.1% | 13,405 | +0.9% | 0.82% | +6.1% |
| Q4 2021 | $1,716,000 | -2.5% | 13,288 | -11.2% | 0.77% | -5.6% |
| Q3 2021 | $1,760,000 | -4.1% | 14,969 | -0.3% | 0.82% | -8.9% |
| Q2 2021 | $1,835,000 | +3.6% | 15,008 | 0.0% | 0.90% | -9.0% |
| Q1 2021 | $1,771,000 | +10.9% | 15,008 | -0.5% | 0.98% | +2.0% |
| Q4 2020 | $1,597,000 | +12.9% | 15,080 | -1.5% | 0.97% | -2.4% |
| Q3 2020 | $1,414,000 | -9.0% | 15,308 | -10.2% | 0.99% | -16.9% |
| Q2 2020 | $1,554,000 | +13.5% | 17,038 | -0.6% | 1.19% | +19.3% |
| Q1 2020 | $1,369,000 | +38.3% | 17,144 | +86.2% | 1.00% | +53.0% |
| Q4 2019 | $990,000 | +3.7% | 9,205 | -1.1% | 0.65% | -3.8% |
| Q3 2019 | $955,000 | +0.7% | 9,307 | -1.0% | 0.68% | +2.7% |
| Q2 2019 | $948,000 | +2.7% | 9,399 | +1.2% | 0.66% | -5.7% |
| Q1 2019 | $923,000 | +11.6% | 9,285 | +0.5% | 0.70% | -5.3% |
| Q4 2018 | $827,000 | -9.3% | 9,235 | -0.9% | 0.74% | +8.5% |
| Q3 2018 | $912,000 | +3.9% | 9,317 | -1.6% | 0.68% | +0.4% |
| Q2 2018 | $878,000 | +4.0% | 9,467 | +2.3% | 0.68% | -0.9% |
| Q1 2018 | $844,000 | -8.4% | 9,250 | -5.1% | 0.68% | -5.8% |
| Q4 2017 | $921,000 | +2.4% | 9,746 | -1.0% | 0.73% | -7.9% |
| Q3 2017 | $899,000 | +3.1% | 9,843 | +0.4% | 0.79% | +13.4% |
| Q2 2017 | $872,000 | +1.2% | 9,808 | +0.3% | 0.70% | +0.6% |
| Q1 2017 | $862,000 | +16.3% | 9,781 | +12.9% | 0.69% | +6.1% |
| Q4 2016 | $741,000 | +1.2% | 8,662 | -0.1% | 0.65% | +1.7% |
| Q3 2016 | $732,000 | -2.3% | 8,672 | -2.8% | 0.64% | -5.2% |
| Q2 2016 | $749,000 | +5.5% | 8,920 | +0.5% | 0.68% | +24.7% |
| Q1 2016 | $710,000 | +10.6% | 8,880 | +1.8% | 0.54% | +8.0% |
| Q4 2015 | $642,000 | -3.2% | 8,725 | -5.0% | 0.50% | -18.4% |
| Q3 2015 | $663,000 | -9.9% | 9,188 | -4.9% | 0.62% | -8.3% |
| Q2 2015 | $736,000 | +12.9% | 9,662 | +15.8% | 0.67% | +26.6% |
| Q1 2015 | $652,000 | +0.3% | 8,342 | +1.1% | 0.53% | -3.1% |
| Q4 2014 | $650,000 | 0.0% | 8,253 | -4.8% | 0.55% | -4.4% |
| Q3 2014 | $650,000 | +10.7% | 8,668 | +13.1% | 0.57% | +12.8% |
| Q2 2014 | $587,000 | +5.0% | 7,664 | +0.8% | 0.51% | +6.5% |
| Q1 2014 | $559,000 | +4.1% | 7,601 | +2.7% | 0.48% | -3.4% |
| Q4 2013 | $537,000 | – | 7,401 | – | 0.49% | – |
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% |