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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $911,000 | -10.3% | 7,110 | -9.6% | 0.19% | -5.5% |
| Q4 2021 | $1,016,000 | +9.8% | 7,865 | 0.0% | 0.20% | -2.9% |
| Q3 2021 | $925,000 | -5.3% | 7,865 | 0.0% | 0.20% | -4.2% |
| Q2 2021 | $977,000 | +5.1% | 7,865 | -0.2% | 0.21% | -1.4% |
| Q1 2021 | $930,000 | +7.5% | 7,880 | -3.5% | 0.22% | +10.2% |
| Q4 2020 | $865,000 | +14.6% | 8,170 | 0.0% | 0.20% | -11.7% |
| Q3 2020 | $755,000 | +1.3% | 8,170 | 0.0% | 0.22% | -11.2% |
| Q2 2020 | $745,000 | +6.9% | 8,170 | -6.4% | 0.25% | -6.7% |
| Q1 2020 | $697,000 | -20.7% | 8,733 | +6.9% | 0.27% | +4.7% |
| Q4 2019 | $879,000 | +4.9% | 8,170 | 0.0% | 0.26% | -15.5% |
| Q3 2019 | $838,000 | +0.8% | 8,170 | -0.8% | 0.30% | +16.9% |
| Q2 2019 | $831,000 | +1.5% | 8,235 | 0.0% | 0.26% | -23.3% |
| Q1 2019 | $819,000 | +11.1% | 8,235 | 0.0% | 0.34% | +3.7% |
| Q4 2018 | $737,000 | -8.8% | 8,235 | -0.1% | 0.33% | +6.9% |
| Q3 2018 | $808,000 | +5.2% | 8,247 | -0.4% | 0.31% | +3.7% |
| Q2 2018 | $768,000 | +1.7% | 8,282 | 0.0% | 0.30% | -14.2% |
| Q1 2018 | $755,000 | +1201.7% | 8,282 | +1253.3% | 0.34% | +1009.7% |
| Q4 2017 | $58,000 | -95.9% | 612 | -96.1% | 0.03% | -95.0% |
| Q3 2017 | $1,428,000 | -1.1% | 15,640 | -3.7% | 0.62% | -37.4% |
| Q2 2017 | $1,444,000 | +23966.7% | 16,240 | +24884.6% | 0.98% | +19580.0% |
| Q1 2017 | $6,000 | – | 65 | – | 0.01% | – |
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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% |