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 | $2,284,000 | +17.9% | 17,686 | +7.3% | 0.70% | +4.8% |
| Q3 2021 | $1,938,000 | -3.5% | 16,487 | +0.7% | 0.67% | -1.8% |
| Q2 2021 | $2,009,000 | +3.3% | 16,370 | +1.0% | 0.68% | -4.1% |
| Q1 2021 | $1,945,000 | +17.1% | 16,208 | +3.4% | 0.71% | +5.8% |
| Q4 2020 | $1,661,000 | +22.9% | 15,681 | +10.2% | 0.67% | +10.7% |
| Q3 2020 | $1,352,000 | +9.2% | 14,236 | +4.9% | 0.60% | -2.1% |
| Q2 2020 | $1,238,000 | -0.6% | 13,573 | -12.9% | 0.62% | -13.7% |
| Q1 2020 | $1,245,000 | -91.7% | 15,586 | -99.0% | 0.72% | +0.3% |
| Q4 2019 | $15,029,000 | +899.9% | 1,616,830 | +10934.1% | 0.71% | -8.7% |
| Q3 2019 | $1,503,000 | +15.7% | 14,653 | +14.0% | 0.78% | +13.2% |
| Q2 2019 | $1,299,000 | +4.3% | 12,855 | +2.5% | 0.69% | -1.1% |
| Q1 2019 | $1,246,000 | +6.1% | 12,542 | -4.3% | 0.70% | -11.6% |
| Q4 2018 | $1,174,000 | -3.1% | 13,104 | +5.9% | 0.79% | +12.8% |
| Q3 2018 | $1,211,000 | +0.3% | 12,370 | -4.9% | 0.70% | -8.5% |
| Q2 2018 | $1,207,000 | +0.8% | 13,011 | -0.8% | 0.77% | -3.5% |
| Q1 2018 | $1,197,000 | +4.9% | 13,117 | +8.9% | 0.79% | +5.2% |
| Q4 2017 | $1,141,000 | +6.3% | 12,044 | +2.6% | 0.76% | -3.7% |
| Q3 2017 | $1,073,000 | +1.4% | 11,734 | -1.3% | 0.78% | -9.0% |
| Q2 2017 | $1,058,000 | +1.4% | 11,888 | +0.5% | 0.86% | -6.1% |
| Q1 2017 | $1,043,000 | +15.0% | 11,832 | +10.0% | 0.92% | -5.9% |
| Q3 2016 | $907,000 | -5.9% | 10,757 | -6.4% | 0.98% | -13.9% |
| Q2 2016 | $964,000 | +13.7% | 11,495 | +8.7% | 1.13% | +8.6% |
| Q1 2016 | $848,000 | +5.2% | 10,575 | -3.6% | 1.04% | -0.7% |
| Q4 2015 | $806,000 | – | 10,965 | – | 1.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
| Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
| O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
| Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
| MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
| Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
| Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
| Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
| CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |