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 | $40,254 | -14.7% | 350 | -9.1% | 0.01% | -10.0% |
| Q2 2023 | $47,193 | -0.9% | 385 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $47,628 | -1.1% | 385 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $48,167 | +12.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $43,000 | -6.5% | 385 | 0.0% | 0.01% | -9.1% |
| Q2 2022 | $46,000 | -6.1% | 385 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $49,000 | -2.0% | 385 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $50,000 | +11.1% | 385 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $45,000 | -4.3% | 385 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $47,000 | +4.4% | 385 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $45,000 | +9.8% | 385 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $41,000 | -8.9% | 385 | -20.6% | 0.01% | -52.0% |
| Q3 2020 | $45,000 | +2.3% | 485 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $44,000 | +12.8% | 485 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $39,000 | – | 485 | – | 0.03% | – |
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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% |