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 | $1,078,671 | +1.7% | 9,379 | +8.4% | 0.18% | -31.2% |
| Q2 2023 | $1,060,736 | -1.2% | 8,653 | -0.3% | 0.27% | -0.7% |
| Q1 2023 | $1,073,974 | -7.2% | 8,681 | -6.2% | 0.27% | -8.8% |
| Q4 2022 | $1,157,228 | +8.4% | 9,250 | -3.4% | 0.30% | +0.3% |
| Q3 2022 | $1,068,000 | -5.4% | 9,574 | +0.6% | 0.30% | -9.5% |
| Q2 2022 | $1,129,000 | -7.5% | 9,516 | -0.2% | 0.33% | -13.5% |
| Q1 2022 | $1,221,000 | +0.3% | 9,532 | +1.1% | 0.38% | -3.3% |
| Q4 2021 | $1,217,000 | +10.6% | 9,427 | +0.8% | 0.39% | -1.0% |
| Q3 2021 | $1,100,000 | -4.8% | 9,354 | -1.1% | 0.40% | -12.0% |
| Q2 2021 | $1,156,000 | +4.2% | 9,455 | +0.6% | 0.45% | -1.5% |
| Q1 2021 | $1,109,000 | +1.3% | 9,396 | -9.1% | 0.46% | +7.8% |
| Q4 2020 | $1,095,000 | +11.6% | 10,336 | -2.6% | 0.42% | -32.1% |
| Q3 2020 | $981,000 | -20.2% | 10,617 | -21.2% | 0.62% | -43.2% |
| Q2 2020 | $1,229,000 | +13.3% | 13,472 | -0.8% | 1.10% | +12.1% |
| Q1 2020 | $1,085,000 | -36.7% | 13,582 | -14.8% | 0.98% | +10.5% |
| Q4 2019 | $1,714,000 | – | 15,932 | – | 0.88% | – |
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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% |