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 | $477,281 | -5.4% | 4,150 | +0.8% | 0.05% | -6.0% |
| Q2 2023 | $504,538 | -2.4% | 4,116 | -1.5% | 0.05% | -18.0% |
| Q1 2023 | $516,868 | -2.4% | 4,178 | -1.3% | 0.06% | -3.2% |
| Q4 2022 | $529,514 | +29.8% | 4,232 | +15.6% | 0.06% | +18.9% |
| Q3 2022 | $408,000 | -6.2% | 3,662 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $435,000 | -12.3% | 3,662 | -5.4% | 0.05% | -1.9% |
| Q1 2022 | $496,000 | +5.3% | 3,872 | +6.2% | 0.05% | -3.6% |
| Q4 2021 | $471,000 | +9.8% | 3,646 | 0.0% | 0.06% | +3.7% |
| Q3 2021 | $429,000 | -3.8% | 3,646 | 0.0% | 0.05% | -3.6% |
| Q2 2021 | $446,000 | +0.2% | 3,646 | -3.2% | 0.06% | -11.1% |
| Q1 2021 | $445,000 | +4.5% | 3,768 | -6.2% | 0.06% | 0.0% |
| Q4 2020 | $426,000 | -2.3% | 4,018 | -14.8% | 0.06% | -23.2% |
| Q3 2020 | $436,000 | -13.3% | 4,718 | -14.4% | 0.08% | -19.6% |
| Q2 2020 | $503,000 | +14.3% | 5,512 | 0.0% | 0.10% | -4.7% |
| Q1 2020 | $440,000 | +6.0% | 5,512 | +43.0% | 0.11% | -3.6% |
| Q4 2019 | $415,000 | +5.1% | 3,854 | +0.1% | 0.11% | +0.9% |
| Q3 2019 | $395,000 | +7.3% | 3,850 | +5.4% | 0.11% | -1.8% |
| Q2 2019 | $368,000 | +4.2% | 3,652 | +2.7% | 0.11% | -14.5% |
| Q1 2019 | $353,000 | +25.6% | 3,555 | +13.4% | 0.13% | +9.2% |
| Q4 2018 | $281,000 | +5.2% | 3,136 | +14.8% | 0.12% | -4.0% |
| Q3 2018 | $267,000 | +14.6% | 2,731 | +8.8% | 0.12% | +6.8% |
| Q2 2018 | $233,000 | +7.4% | 2,511 | +5.7% | 0.12% | -3.3% |
| Q1 2018 | $217,000 | -7.7% | 2,376 | -4.3% | 0.12% | -12.3% |
| Q4 2017 | $235,000 | – | 2,483 | – | 0.14% | – |
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% |