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 | $235,310 | -6.0% | 2,046 | +0.1% | 0.03% | -12.1% |
| Q2 2023 | $250,431 | -5.2% | 2,043 | -4.4% | 0.03% | -8.3% |
| Q1 2023 | $264,245 | -8.6% | 2,136 | -7.5% | 0.04% | -41.0% |
| Q4 2022 | $289,004 | +12.0% | 2,310 | 0.0% | 0.06% | +5.2% |
| Q3 2022 | $258,000 | -5.8% | 2,310 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $274,000 | -33.0% | 2,310 | -27.7% | 0.06% | -26.9% |
| Q1 2022 | $409,000 | -0.7% | 3,194 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $412,000 | -73.5% | 3,194 | -75.9% | 0.08% | -76.0% |
| Q3 2021 | $1,556,000 | +10.4% | 13,237 | +14.9% | 0.32% | +9.8% |
| Q2 2021 | $1,409,000 | +3.3% | 11,522 | -0.3% | 0.30% | -6.9% |
| Q1 2021 | $1,364,000 | +0.4% | 11,557 | -9.9% | 0.32% | -4.2% |
| Q4 2020 | $1,359,000 | +20.9% | 12,830 | +5.4% | 0.33% | +12.2% |
| Q3 2020 | $1,124,000 | +2.4% | 12,168 | +1.1% | 0.30% | -4.2% |
| Q2 2020 | $1,098,000 | – | 12,040 | – | 0.31% | – |
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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% |