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 | $1,518,385 | -6.6% | 13,202 | -0.4% | 0.16% | -12.7% |
| Q2 2023 | $1,625,568 | -1.3% | 13,261 | -0.4% | 0.19% | -5.0% |
| Q1 2023 | $1,646,745 | +46.2% | 13,311 | +47.9% | 0.20% | +44.2% |
| Q4 2022 | $1,126,324 | +15.5% | 9,003 | +3.0% | 0.14% | +3.0% |
| Q3 2022 | $975,000 | -3.8% | 8,741 | +2.4% | 0.13% | +2.3% |
| Q2 2022 | $1,013,000 | -7.4% | 8,539 | +0.0% | 0.13% | +5.6% |
| Q1 2022 | $1,094,000 | -4.5% | 8,538 | -3.8% | 0.12% | -8.1% |
| Q4 2021 | $1,146,000 | +19.5% | 8,875 | +8.8% | 0.14% | +7.1% |
| Q3 2021 | $959,000 | +324.3% | 8,155 | +340.6% | 0.13% | +306.5% |
| Q2 2021 | $226,000 | +3.7% | 1,851 | +0.2% | 0.03% | -16.2% |
| Q1 2021 | $218,000 | – | 1,847 | – | 0.04% | – |
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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% |