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 | $1,098,054 | -5.6% | 9,547 | +0.6% | 0.07% | -2.8% |
| Q2 2023 | $1,162,770 | -0.3% | 9,486 | +0.7% | 0.07% | -5.3% |
| Q1 2023 | $1,165,857 | -0.5% | 9,424 | +0.6% | 0.08% | -5.1% |
| Q4 2022 | $1,172,289 | +13.0% | 9,370 | +0.7% | 0.08% | +3.9% |
| Q3 2022 | $1,037,000 | -5.5% | 9,305 | +0.6% | 0.08% | -1.3% |
| Q2 2022 | $1,097,000 | -6.8% | 9,246 | +0.6% | 0.08% | +13.2% |
| Q1 2022 | $1,177,000 | -0.2% | 9,188 | +0.6% | 0.07% | -4.2% |
| Q4 2021 | $1,179,000 | +10.6% | 9,133 | +0.8% | 0.07% | 0.0% |
| Q3 2021 | $1,066,000 | -3.2% | 9,064 | +0.7% | 0.07% | -4.1% |
| Q2 2021 | $1,101,000 | +4.3% | 9,001 | +0.6% | 0.07% | -8.6% |
| Q1 2021 | $1,056,000 | +12.2% | 8,946 | +0.7% | 0.08% | +3.8% |
| Q4 2020 | $941,000 | +2.4% | 8,886 | -10.6% | 0.08% | -6.0% |
| Q3 2020 | $919,000 | +2.0% | 9,944 | +0.6% | 0.08% | -4.6% |
| Q2 2020 | $901,000 | +14.9% | 9,880 | +0.6% | 0.09% | -2.2% |
| Q1 2020 | $784,000 | -25.2% | 9,818 | +0.8% | 0.09% | -5.3% |
| Q4 2019 | $1,048,000 | +5.5% | 9,741 | +0.6% | 0.09% | -6.9% |
| Q3 2019 | $993,000 | -18.7% | 9,679 | -20.1% | 0.10% | -19.2% |
| Q2 2019 | $1,222,000 | +473.7% | 12,117 | +192.0% | 0.12% | +420.8% |
| Q1 2019 | $213,000 | -80.2% | 4,150 | -65.4% | 0.02% | -84.0% |
| Q4 2018 | $1,074,000 | +322.8% | 11,993 | +242.7% | 0.15% | -11.8% |
| Q4 2013 | $254,000 | – | 3,500 | – | 0.17% | – |
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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% |