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 | $3,171,556 | -13.3% | 27,576 | -7.6% | 0.34% | -16.6% |
| Q2 2023 | $3,657,650 | +0.9% | 29,839 | +1.8% | 0.40% | -10.6% |
| Q1 2023 | $3,624,764 | +4.0% | 29,300 | +5.1% | 0.45% | -14.6% |
| Q4 2022 | $3,486,449 | +11.2% | 27,867 | -0.9% | 0.53% | -26.5% |
| Q3 2022 | $3,136,000 | -1.6% | 28,125 | +4.8% | 0.72% | -12.5% |
| Q2 2022 | $3,186,000 | +16.9% | 26,842 | +26.2% | 0.82% | +18.8% |
| Q1 2022 | $2,725,000 | +11.4% | 21,274 | +12.3% | 0.69% | +0.9% |
| Q4 2021 | $2,446,000 | – | 18,943 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
| Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
| O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
| Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
| DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
| MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
| Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
| Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
| Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
| Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |