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 | $279,167 | -6.2% | 2,427 | 0.0% | 0.20% | -7.1% |
| Q2 2023 | $297,482 | -0.9% | 2,427 | 0.0% | 0.21% | -4.5% |
| Q1 2023 | $300,224 | +5.0% | 2,427 | +6.2% | 0.22% | -1.8% |
| Q4 2022 | $285,981 | +11.3% | 2,286 | -0.7% | 0.22% | +6.7% |
| Q3 2022 | $257,000 | -1.9% | 2,301 | +4.4% | 0.21% | +4.5% |
| Q2 2022 | $262,000 | -7.1% | 2,204 | 0.0% | 0.20% | +8.1% |
| Q1 2022 | $282,000 | -1.1% | 2,204 | 0.0% | 0.19% | +0.5% |
| Q4 2021 | $285,000 | +9.2% | 2,204 | -0.8% | 0.18% | +13.5% |
| Q3 2021 | $261,000 | -3.7% | 2,222 | +0.0% | 0.16% | 0.0% |
| Q2 2021 | $271,000 | +3.4% | 2,221 | 0.0% | 0.16% | -5.8% |
| Q1 2021 | $262,000 | +7.8% | 2,221 | -3.3% | 0.17% | -1.1% |
| Q4 2020 | $243,000 | +14.6% | 2,296 | 0.0% | 0.18% | +2.9% |
| Q3 2020 | $212,000 | -7.4% | 2,296 | -2.0% | 0.17% | -5.6% |
| Q2 2020 | $229,000 | -3.4% | 2,344 | -21.3% | 0.18% | -23.1% |
| Q1 2020 | $237,000 | -27.1% | 2,979 | -1.5% | 0.23% | -11.4% |
| Q4 2019 | $325,000 | +4.8% | 3,025 | +0.1% | 0.26% | -20.5% |
| Q3 2019 | $310,000 | – | 3,021 | – | 0.33% | – |
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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% |