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 | $344,110 | -53.6% | 2,992 | -50.6% | 0.03% | -49.2% |
Q2 2023 | $742,099 | -0.9% | 6,054 | 0.0% | 0.06% | -4.5% |
Q1 2023 | $748,940 | -7.7% | 6,054 | -16.8% | 0.07% | -91.9% |
Q3 2022 | $811,000 | -6.0% | 7,274 | 0.0% | 0.82% | +931.6% |
Q2 2022 | $863,000 | -8.1% | 7,274 | 0.0% | 0.08% | +8.2% |
Q4 2021 | $939,000 | +9.8% | 7,274 | 0.0% | 0.07% | +1.4% |
Q3 2021 | $855,000 | -3.8% | 7,274 | 0.0% | 0.07% | -5.3% |
Q2 2021 | $889,000 | +151.8% | 7,274 | +143.1% | 0.08% | +347.1% |
Q1 2021 | $353,000 | -56.8% | 2,992 | -61.3% | 0.02% | -77.6% |
Q4 2020 | $818,000 | -20.5% | 7,738 | -30.5% | 0.08% | -29.0% |
Q3 2020 | $1,029,000 | +0.9% | 11,139 | -0.4% | 0.11% | -4.5% |
Q2 2020 | $1,020,000 | -2.4% | 11,183 | -14.5% | 0.11% | -15.8% |
Q1 2020 | $1,045,000 | -25.6% | 13,086 | +0.2% | 0.13% | -10.7% |
Q4 2019 | $1,405,000 | – | 13,061 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |