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 | $382,408 | -6.2% | 3,325 | 0.0% | 0.16% | -3.0% |
Q2 2023 | $407,579 | -0.9% | 3,325 | 0.0% | 0.17% | -4.5% |
Q1 2023 | $411,336 | -1.1% | 3,325 | 0.0% | 0.18% | -5.3% |
Q4 2022 | $415,991 | +12.1% | 3,325 | 0.0% | 0.19% | +3.9% |
Q3 2022 | $371,000 | -15.5% | 3,325 | -2.9% | 0.18% | +3.4% |
Q1 2022 | $439,000 | -0.7% | 3,425 | 0.0% | 0.17% | +3.0% |
Q4 2021 | $442,000 | +6.0% | 3,425 | 0.0% | 0.17% | -2.3% |
Q3 2021 | $417,000 | -5.9% | 3,425 | -5.5% | 0.17% | -7.0% |
Q2 2021 | $443,000 | +15.4% | 3,625 | 0.0% | 0.19% | -0.5% |
Q4 2020 | $384,000 | +5.5% | 3,625 | -2.7% | 0.19% | -2.6% |
Q3 2020 | $364,000 | +1.7% | 3,725 | -5.1% | 0.19% | -9.4% |
Q2 2020 | $358,000 | +14.4% | 3,925 | 0.0% | 0.21% | -6.6% |
Q1 2020 | $313,000 | -25.8% | 3,925 | 0.0% | 0.23% | -3.4% |
Q4 2019 | $422,000 | +4.7% | 3,925 | 0.0% | 0.24% | -3.3% |
Q3 2019 | $403,000 | +2.0% | 3,925 | 0.0% | 0.24% | -0.8% |
Q2 2019 | $395,000 | +28.2% | 3,925 | +26.6% | 0.24% | +20.1% |
Q1 2019 | $308,000 | +10.8% | 3,100 | 0.0% | 0.20% | -1.0% |
Q4 2018 | $278,000 | +13.5% | 3,100 | +24.0% | 0.21% | +38.3% |
Q3 2018 | $245,000 | – | 2,500 | – | 0.15% | – |
Download |
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% |