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 2021 | $290,000 | -3.0% | 2,466 | +0.7% | 0.03% | -6.5% |
Q2 2021 | $299,000 | +4.2% | 2,448 | +0.6% | 0.03% | -8.8% |
Q1 2021 | $287,000 | +12.1% | 2,433 | +0.7% | 0.03% | 0.0% |
Q4 2020 | $256,000 | +14.8% | 2,416 | +0.1% | 0.03% | 0.0% |
Q3 2020 | $223,000 | +2.3% | 2,413 | +0.7% | 0.03% | -15.0% |
Q2 2020 | $218,000 | -32.1% | 2,396 | -19.7% | 0.04% | -59.6% |
Q4 2019 | $321,000 | +5.6% | 2,983 | +0.6% | 0.10% | +4.2% |
Q3 2019 | $304,000 | +2.0% | 2,966 | +0.5% | 0.10% | +1.1% |
Q2 2019 | $298,000 | -7.7% | 2,950 | -9.1% | 0.09% | -11.3% |
Q1 2019 | $323,000 | +11.8% | 3,246 | +0.5% | 0.11% | -1.9% |
Q4 2018 | $289,000 | +27.9% | 3,229 | +35.1% | 0.11% | +77.0% |
Q4 2017 | $226,000 | -1.3% | 2,390 | -4.6% | 0.06% | -12.9% |
Q3 2017 | $229,000 | -50.5% | 2,504 | -51.9% | 0.07% | -52.1% |
Q2 2017 | $463,000 | -24.5% | 5,210 | -25.1% | 0.15% | -30.1% |
Q1 2017 | $613,000 | +26.4% | 6,954 | +22.7% | 0.21% | +23.7% |
Q4 2016 | $485,000 | -71.2% | 5,668 | -74.2% | 0.17% | -88.4% |
Q2 2014 | $1,684,000 | -85.9% | 21,982 | -86.4% | 1.46% | -84.2% |
Q1 2014 | $11,921,000 | +2.0% | 161,529 | +0.3% | 9.25% | -23.1% |
Q4 2013 | $11,691,000 | – | 160,983 | – | 12.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |