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 | $750,670 | -5.5% | 6,527 | +0.7% | 0.76% | +6.6% |
Q2 2023 | $794,325 | -5.9% | 6,480 | -5.0% | 0.71% | -6.7% |
Q1 2023 | $843,933 | +2.9% | 6,822 | +4.1% | 0.76% | +5.4% |
Q4 2022 | $820,257 | -32.2% | 6,556 | -39.5% | 0.72% | -44.7% |
Q3 2022 | $1,209,000 | +43.1% | 10,839 | +52.3% | 1.31% | +81.5% |
Q2 2022 | $845,000 | -44.3% | 7,118 | -39.9% | 0.72% | -32.9% |
Q1 2022 | $1,518,000 | -0.7% | 11,849 | +0.1% | 1.08% | +1.3% |
Q4 2021 | $1,528,000 | +184.0% | 11,837 | +158.4% | 1.06% | +145.5% |
Q3 2021 | $538,000 | – | 4,581 | – | 0.43% | – |
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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% |