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 | $724,009 | -8.8% | 6,295 | -2.8% | 0.19% | -7.8% |
| Q2 2023 | $794,214 | -1.3% | 6,479 | -0.4% | 0.20% | -6.4% |
| Q1 2023 | $804,610 | -0.9% | 6,504 | +0.2% | 0.22% | +1.9% |
| Q4 2022 | $811,737 | +10.4% | 6,488 | -1.6% | 0.21% | +2.4% |
| Q3 2022 | $734,971 | -5.8% | 6,591 | +0.3% | 0.21% | -3.7% |
| Q2 2022 | $780,079 | -9.0% | 6,572 | -1.8% | 0.22% | +2.4% |
| Q1 2022 | $857,325 | +160.1% | 6,692 | +162.1% | 0.21% | +149.4% |
| Q4 2021 | $329,674 | +10.2% | 2,553 | +0.3% | 0.08% | 0.0% |
| Q3 2021 | $299,263 | -2.1% | 2,545 | +1.8% | 0.08% | -4.5% |
| Q2 2021 | $305,699 | +3.7% | 2,499 | +0.1% | 0.09% | -7.3% |
| Q1 2021 | $294,735 | +8.7% | 2,497 | -2.4% | 0.10% | 0.0% |
| Q4 2020 | $271,146 | +14.9% | 2,559 | +0.2% | 0.10% | 0.0% |
| Q3 2020 | $236,085 | -4.4% | 2,555 | +11.3% | 0.10% | -10.3% |
| Q4 2019 | $247,000 | +14.4% | 2,296 | +9.2% | 0.11% | +4.9% |
| Q3 2019 | $216,000 | – | 2,102 | – | 0.10% | – |
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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% |