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 | $632,776 | -8.0% | 5,502 | -2.0% | 0.04% | -32.8% |
Q2 2023 | $687,958 | +1.2% | 5,612 | +2.2% | 0.06% | -1.7% |
Q1 2023 | $679,502 | -0.1% | 5,493 | +1.0% | 0.06% | -11.9% |
Q4 2022 | $680,497 | +11.0% | 5,439 | -1.1% | 0.07% | +1.5% |
Q3 2022 | $613,000 | -3.9% | 5,497 | +2.2% | 0.07% | +26.9% |
Q2 2022 | $638,000 | +1.8% | 5,377 | +9.8% | 0.05% | -24.6% |
Q1 2022 | $627,000 | +2.6% | 4,895 | +3.4% | 0.07% | +6.2% |
Q4 2021 | $611,000 | +31.4% | 4,734 | +19.7% | 0.06% | +14.0% |
Q3 2021 | $465,000 | -3.7% | 3,954 | +0.1% | 0.06% | -8.1% |
Q2 2021 | $483,000 | +3.6% | 3,952 | +0.0% | 0.06% | -8.8% |
Q1 2021 | $466,000 | +11.5% | 3,951 | +0.1% | 0.07% | +3.0% |
Q4 2020 | $418,000 | -43.2% | 3,949 | +441.0% | 0.07% | +120.0% |
Q2 2019 | $736,000 | – | 730 | – | 0.03% | – |
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% |