SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 988 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $204,633 | -17.4% | 1,609 | -14.8% | 0.02% | -18.2% |
Q1 2024 | $247,781 | -6.4% | 1,888 | -10.9% | 0.02% | -18.5% |
Q4 2023 | $264,686 | -1.6% | 2,118 | -9.4% | 0.03% | -10.0% |
Q3 2023 | $268,893 | -12.3% | 2,338 | -6.5% | 0.03% | -9.1% |
Q2 2023 | $306,450 | -4.4% | 2,500 | -3.5% | 0.03% | -10.8% |
Q1 2023 | $320,409 | -1.9% | 2,590 | -0.8% | 0.04% | -5.1% |
Q4 2022 | $326,537 | +9.9% | 2,610 | -1.9% | 0.04% | +2.6% |
Q3 2022 | $297,000 | -8.6% | 2,660 | -2.9% | 0.04% | -2.6% |
Q2 2022 | $325,000 | -8.2% | 2,740 | -0.9% | 0.04% | +2.6% |
Q1 2022 | $354,000 | -0.6% | 2,765 | +0.2% | 0.04% | -2.6% |
Q4 2021 | $356,000 | -8.2% | 2,760 | -16.3% | 0.04% | -17.0% |
Q3 2021 | $388,000 | -51.2% | 3,297 | -50.2% | 0.05% | -6.0% |
Q2 2021 | $795,000 | +102.3% | 6,617 | +98.7% | 0.05% | -3.8% |
Q1 2021 | $393,000 | +46.6% | 3,330 | +31.6% | 0.05% | +26.8% |
Q4 2020 | $268,000 | +145.9% | 2,530 | +112.1% | 0.04% | +105.0% |
Q2 2020 | $109,000 | -17.4% | 1,193 | -27.8% | 0.02% | -28.6% |
Q1 2020 | $132,000 | -43.8% | 1,653 | -24.2% | 0.03% | -26.3% |
Q4 2019 | $235,000 | +3.5% | 2,181 | -1.4% | 0.04% | -2.6% |
Q3 2019 | $227,000 | +5.1% | 2,211 | +3.1% | 0.04% | +2.6% |
Q2 2019 | $216,000 | -14.6% | 2,144 | -15.7% | 0.04% | -19.1% |
Q1 2019 | $253,000 | -2.3% | 2,544 | -11.9% | 0.05% | -21.7% |
Q4 2018 | $259,000 | -7.2% | 2,888 | +1.3% | 0.06% | +7.1% |
Q3 2018 | $279,000 | +5.7% | 2,852 | 0.0% | 0.06% | -3.4% |
Q2 2018 | $264,000 | +10.9% | 2,852 | +9.5% | 0.06% | +5.5% |
Q1 2018 | $238,000 | -4.4% | 2,605 | -1.3% | 0.06% | -3.5% |
Q4 2017 | $249,000 | -6.7% | 2,640 | -9.6% | 0.06% | -13.6% |
Q3 2017 | $267,000 | +4.3% | 2,920 | +1.4% | 0.07% | -1.5% |
Q2 2017 | $256,000 | -4.5% | 2,880 | -5.4% | 0.07% | -8.2% |
Q1 2017 | $268,000 | +3.1% | 3,044 | 0.0% | 0.07% | -5.2% |
Q4 2016 | $260,000 | -0.4% | 3,044 | -1.5% | 0.08% | -6.1% |
Q3 2016 | $261,000 | +0.8% | 3,091 | 0.0% | 0.08% | -6.8% |
Q2 2016 | $259,000 | +4.9% | 3,091 | 0.0% | 0.09% | +1.1% |
Q1 2016 | $247,000 | +8.8% | 3,091 | 0.0% | 0.09% | +4.8% |
Q4 2015 | $227,000 | +1.8% | 3,091 | 0.0% | 0.08% | -7.8% |
Q3 2015 | $223,000 | -7.9% | 3,091 | -2.5% | 0.09% | -3.2% |
Q2 2015 | $242,000 | -24.6% | 3,171 | -22.8% | 0.09% | -25.0% |
Q1 2015 | $321,000 | +23.9% | 4,107 | +24.8% | 0.12% | +17.0% |
Q4 2014 | $259,000 | -5.1% | 3,292 | -9.7% | 0.11% | -11.7% |
Q3 2014 | $273,000 | -18.3% | 3,645 | -16.4% | 0.12% | -20.5% |
Q2 2014 | $334,000 | +6.4% | 4,362 | +2.1% | 0.15% | -1.9% |
Q1 2014 | $314,000 | +8.7% | 4,273 | +7.3% | 0.15% | +3.4% |
Q4 2013 | $289,000 | – | 3,984 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |