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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,645,000 | -13.1% | 13,859 | -6.2% | 0.16% | 0.0% |
| Q1 2022 | $1,892,000 | -26.8% | 14,769 | -26.2% | 0.16% | -21.5% |
| Q4 2021 | $2,585,000 | +7.6% | 20,022 | -2.1% | 0.21% | -1.4% |
| Q3 2021 | $2,403,000 | -51.7% | 20,443 | -49.8% | 0.21% | -11.7% |
| Q2 2021 | $4,976,000 | +100.1% | 40,700 | +93.2% | 0.24% | -5.1% |
| Q1 2021 | $2,487,000 | -12.2% | 21,067 | -21.2% | 0.25% | -21.9% |
| Q4 2020 | $2,833,000 | +1.0% | 26,748 | -0.4% | 0.32% | -6.1% |
| Q3 2020 | $2,804,000 | +524.5% | 26,863 | +377.6% | 0.34% | +255.7% |
| Q1 2020 | $449,000 | -25.8% | 5,625 | 0.0% | 0.10% | -15.7% |
| Q4 2019 | $605,000 | -3.5% | 5,625 | -8.0% | 0.12% | -5.7% |
| Q3 2019 | $627,000 | -99.9% | 6,112 | 0.0% | 0.12% | -14.7% |
| Q2 2019 | $616,578,000 | +159635.2% | 6,112 | +54.3% | 0.14% | +40.2% |
| Q3 2018 | $386,000 | -20.2% | 3,962 | -24.2% | 0.10% | -53.2% |
| Q2 2018 | $484,000 | -15.1% | 5,226 | -16.5% | 0.22% | -0.5% |
| Q1 2018 | $570,000 | -19.0% | 6,255 | -16.0% | 0.22% | -21.2% |
| Q4 2017 | $704,000 | – | 7,450 | – | 0.28% | – |
Download | ||||||
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% |