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 | $22,658 | -5.9% | 197 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $24,089 | +58.3% | 197 | +60.2% | 0.01% | +75.0% |
| Q1 2023 | $15,216 | -1.1% | 123 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $15,389 | +9.9% | 123 | 0.0% | 0.01% | +25.0% |
| Q3 2022 | $14,000 | -6.7% | 123 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $15,000 | -6.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $16,000 | +14.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | 0.0% | 123 | 0.0% | 0.01% | -16.7% |
| Q1 2021 | $15,000 | +15.4% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $11,000 | 0.0% | 123 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $11,000 | +10.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -23.1% | 123 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $13,000 | 0.0% | 123 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | +8.3% | 123 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $12,000 | 0.0% | 123 | 0.0% | 0.01% | -36.4% |
| Q1 2019 | $12,000 | +9.1% | 123 | 0.0% | 0.01% | -8.3% |
| Q4 2018 | $11,000 | – | 123 | – | 0.01% | – |
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% |