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 | $400,104 | -5.8% | 3,479 | +0.4% | 0.05% | -3.7% |
| Q2 2023 | $424,911 | -1.1% | 3,466 | -0.2% | 0.05% | -6.9% |
| Q1 2023 | $429,751 | -19.8% | 3,474 | -18.9% | 0.06% | -24.7% |
| Q4 2022 | $536,058 | +13.6% | 4,285 | +1.2% | 0.08% | +6.9% |
| Q3 2022 | $472,000 | -5.8% | 4,235 | +0.3% | 0.07% | +14.3% |
| Q2 2022 | $501,000 | -7.2% | 4,224 | +0.3% | 0.06% | +1.6% |
| Q1 2022 | $540,000 | -0.6% | 4,213 | +0.3% | 0.06% | +3.3% |
| Q4 2021 | $543,000 | +9.7% | 4,202 | -0.3% | 0.06% | 0.0% |
| Q3 2021 | $495,000 | -6.6% | 4,213 | -2.9% | 0.06% | -6.2% |
| Q2 2021 | $530,000 | +3.7% | 4,338 | +0.3% | 0.06% | -5.9% |
| Q1 2021 | $511,000 | +11.8% | 4,326 | +0.3% | 0.07% | +6.2% |
| Q4 2020 | $457,000 | +15.1% | 4,313 | +0.3% | 0.06% | 0.0% |
| Q3 2020 | $397,000 | -21.9% | 4,301 | -22.7% | 0.06% | -27.3% |
| Q2 2020 | $508,000 | +14.4% | 5,567 | +0.2% | 0.09% | -7.4% |
| Q1 2020 | $444,000 | -22.8% | 5,556 | +4.0% | 0.10% | -1.0% |
| Q4 2019 | $575,000 | +0.9% | 5,341 | -3.8% | 0.10% | -10.3% |
| Q3 2019 | $570,000 | +1.1% | 5,551 | -0.6% | 0.11% | -7.0% |
| Q2 2019 | $564,000 | +1.8% | 5,586 | +0.3% | 0.12% | +21.1% |
| Q1 2019 | $554,000 | +6.9% | 5,568 | -3.9% | 0.10% | -11.2% |
| Q4 2018 | $518,000 | -20.7% | 5,791 | -13.2% | 0.11% | -3.6% |
| Q3 2018 | $653,000 | +5.8% | 6,672 | +0.3% | 0.11% | 0.0% |
| Q2 2018 | $617,000 | +2.8% | 6,653 | +1.1% | 0.11% | +0.9% |
| Q1 2018 | $600,000 | +1.7% | 6,582 | +5.5% | 0.11% | +1.9% |
| Q4 2017 | $590,000 | – | 6,241 | – | 0.11% | – |
Download | ||||||
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% |