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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $825,000 | -68.4% | 6,384 | -71.3% | 0.63% | -4.0% |
| Q3 2021 | $2,614,000 | +9.2% | 22,242 | +9.7% | 0.66% | -1.2% |
| Q1 2021 | $2,393,000 | +9.7% | 20,274 | -1.6% | 0.66% | +4.9% |
| Q4 2020 | $2,182,000 | -38.8% | 20,600 | -46.6% | 0.63% | -45.8% |
| Q3 2020 | $3,564,000 | -1.2% | 38,567 | -3.2% | 1.17% | -2.0% |
| Q2 2020 | $3,606,000 | +18.8% | 39,837 | -0.0% | 1.19% | -0.7% |
| Q1 2020 | $3,035,000 | +56.4% | 39,856 | +120.4% | 1.20% | +98.5% |
| Q4 2019 | $1,940,000 | -10.8% | 18,083 | -11.7% | 0.61% | +10.4% |
| Q3 2019 | $2,174,000 | -65.8% | 20,486 | -67.5% | 0.55% | -63.4% |
| Q2 2019 | $6,364,000 | +177.2% | 63,081 | +173.2% | 1.50% | +198.0% |
| Q1 2019 | $2,296,000 | +10.1% | 23,092 | -0.9% | 0.50% | -6.3% |
| Q4 2018 | $2,086,000 | -9.9% | 23,306 | -1.5% | 0.54% | +1.1% |
| Q3 2018 | $2,316,000 | +3.0% | 23,653 | -2.5% | 0.53% | -2.7% |
| Q2 2018 | $2,248,000 | -4.7% | 24,252 | -6.2% | 0.55% | -3.2% |
| Q1 2018 | $2,359,000 | -5.4% | 25,861 | -2.0% | 0.56% | -10.9% |
| Q4 2017 | $2,494,000 | +0.6% | 26,401 | -2.7% | 0.63% | -1.1% |
| Q3 2017 | $2,479,000 | -0.3% | 27,139 | -3.0% | 0.64% | -3.5% |
| Q2 2017 | $2,487,000 | +0.6% | 27,979 | -0.2% | 0.66% | -6.9% |
| Q1 2017 | $2,471,000 | +6.4% | 28,030 | +3.2% | 0.71% | +1.9% |
| Q4 2016 | $2,323,000 | -7.0% | 27,151 | -8.3% | 0.70% | -6.2% |
| Q3 2016 | $2,498,000 | -5.7% | 29,614 | -6.2% | 0.75% | -10.0% |
| Q2 2016 | $2,649,000 | +6.6% | 31,565 | +1.5% | 0.83% | -4.1% |
| Q1 2016 | $2,486,000 | -6.0% | 31,100 | -13.5% | 0.86% | -13.3% |
| Q4 2015 | $2,646,000 | -2.0% | 35,962 | -3.9% | 1.00% | -6.3% |
| Q3 2015 | $2,701,000 | -1.7% | 37,437 | +3.8% | 1.06% | +0.9% |
| Q2 2015 | $2,749,000 | +5.2% | 36,066 | +7.9% | 1.05% | +3.4% |
| Q1 2015 | $2,613,000 | – | 33,420 | – | 1.02% | – |
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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% |