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 | $224,270 | -41.4% | 1,950 | -37.5% | 0.02% | -39.0% |
| Q2 2023 | $382,450 | -1.2% | 3,120 | -0.3% | 0.04% | -8.9% |
| Q1 2023 | $387,212 | -46.0% | 3,130 | -45.4% | 0.04% | -48.9% |
| Q4 2022 | $716,880 | +11.5% | 5,730 | -0.7% | 0.09% | -18.5% |
| Q3 2022 | $643,000 | -11.2% | 5,770 | -5.4% | 0.11% | -10.0% |
| Q2 2022 | $724,000 | +66.8% | 6,098 | +80.1% | 0.12% | +79.1% |
| Q1 2022 | $434,000 | +22.6% | 3,385 | +23.3% | 0.07% | +24.1% |
| Q4 2021 | $354,000 | +3440.0% | 2,745 | +2350.9% | 0.05% | +1700.0% |
| Q3 2020 | $10,000 | – | 112 | – | 0.00% | – |
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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% |