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 | $227,012 | -6.0% | 1,974 | +0.2% | 0.11% | -3.5% |
Q2 2023 | $241,469 | -0.7% | 1,970 | +0.2% | 0.11% | -1.7% |
Q1 2023 | $243,203 | -0.7% | 1,966 | +2.7% | 0.12% | -8.7% |
Q1 2022 | $245,000 | +44.1% | 1,914 | +45.7% | 0.13% | +55.6% |
Q4 2021 | $170,000 | +5.6% | 1,314 | 0.0% | 0.08% | -4.7% |
Q2 2021 | $161,000 | +3.9% | 1,314 | 0.0% | 0.08% | -10.5% |
Q1 2021 | $155,000 | +29.2% | 1,314 | 0.0% | 0.10% | -2.1% |
Q3 2020 | $120,000 | 0.0% | 1,314 | 0.0% | 0.10% | 0.0% |
Q2 2020 | $120,000 | -99.9% | 1,314 | 0.0% | 0.10% | -15.7% |
Q1 2020 | $119,851,000 | +88678.5% | 1,314 | 0.0% | 0.12% | -16.1% |
Q3 2019 | $135,000 | -7.5% | 1,314 | -9.1% | 0.14% | +6.2% |
Q2 2019 | $146,000 | +11.5% | 1,446 | +10.0% | 0.13% | +6.6% |
Q1 2019 | $131,000 | +11.0% | 1,314 | 0.0% | 0.12% | +6.1% |
Q4 2018 | $118,000 | -99.9% | 1,314 | 0.0% | 0.11% | +6.5% |
Q3 2018 | $128,695,000 | +5.6% | 1,314 | 0.0% | 0.11% | -3.6% |
Q2 2018 | $121,822,000 | +1.6% | 1,314 | 0.0% | 0.11% | -3.5% |
Q1 2018 | $119,851,000 | – | 1,314 | – | 0.12% | – |
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% |