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 | $1,299,638 | -6.0% | 11,300 | +0.2% | 0.14% | -9.9% |
| Q2 2023 | $1,382,607 | -14.5% | 11,279 | -13.7% | 0.15% | -12.2% |
| Q1 2023 | $1,616,670 | -0.4% | 13,068 | +0.8% | 0.17% | -7.0% |
| Q4 2022 | $1,622,454 | +19.0% | 12,968 | +6.0% | 0.18% | +17.1% |
| Q3 2022 | $1,363,000 | -17.8% | 12,229 | -12.5% | 0.16% | -8.1% |
| Q2 2022 | $1,658,000 | -18.6% | 13,973 | -12.1% | 0.17% | -6.0% |
| Q1 2022 | $2,036,000 | -16.0% | 15,890 | -15.4% | 0.18% | +0.5% |
| Q4 2021 | $2,425,000 | +9.9% | 18,777 | +2.2% | 0.18% | +1.1% |
| Q3 2021 | $2,207,000 | -5.5% | 18,375 | -3.8% | 0.18% | -7.7% |
| Q2 2021 | $2,335,000 | +4.8% | 19,094 | +1.2% | 0.20% | -3.9% |
| Q1 2021 | $2,227,000 | +4.9% | 18,869 | -5.9% | 0.20% | -2.9% |
| Q4 2020 | $2,123,000 | +5.1% | 20,042 | -8.3% | 0.21% | -6.7% |
| Q3 2020 | $2,020,000 | -6.2% | 21,857 | -7.5% | 0.22% | -12.2% |
| Q2 2020 | $2,154,000 | +2.7% | 23,618 | -10.0% | 0.26% | -13.3% |
| Q1 2020 | $2,097,000 | -67.9% | 26,255 | -56.8% | 0.29% | -14.8% |
| Q4 2019 | $6,534,000 | +171.2% | 60,740 | +158.7% | 0.34% | +5.2% |
| Q3 2019 | $2,409,000 | – | 23,479 | – | 0.33% | – |
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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% |