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 | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |