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 | 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% |