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 | $53,940 | +306.7% | 469 | +342.5% | 0.01% | +300.0% |
| Q2 2023 | $13,262 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,262 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $13,262 | +10.5% | 106 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -7.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +16.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | 0.0% | 106 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $13,000 | +18.2% | 106 | 0.0% | 0.00% | +33.3% |
| Q4 2020 | $11,000 | -35.3% | 106 | -41.4% | 0.00% | 0.0% |
| Q3 2020 | $17,000 | +70.0% | 181 | +70.8% | 0.00% | -25.0% |
| Q2 2020 | $10,000 | +25.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -94.9% | 106 | -92.7% | 0.00% | -93.7% |
| Q4 2019 | $156,000 | +4.7% | 1,454 | 0.0% | 0.06% | +23.5% |
| Q3 2019 | $149,000 | +1.4% | 1,454 | 0.0% | 0.05% | -13.6% |
| Q2 2019 | $147,000 | -25.4% | 1,454 | -26.5% | 0.06% | -28.9% |
| Q1 2019 | $197,000 | +11.3% | 1,978 | 0.0% | 0.08% | -4.6% |
| Q4 2018 | $177,000 | – | 1,978 | – | 0.09% | – |
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% |