SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 988 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $380,523 | -3.1% | 2,992 | 0.0% | 0.02% | -22.2% |
| Q1 2024 | $392,670 | +5.0% | 2,992 | 0.0% | 0.03% | -3.6% |
| Q4 2023 | $373,910 | +8.7% | 2,992 | 0.0% | 0.03% | -12.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wolff Financial Management LLC | 222,814 | $28,338 | 20.92% |
| Joel Isaacson & Co., LLC | 2,431,616 | $309,252,933 | 16.24% |
| Hyperion Partners, LLC | 175,689 | $22,344,115 | 15.95% |
| KITCHING PARTNERS, LLC | 50,638 | $6,440,176 | 11.72% |
| Elk River Wealth Management, LLC | 376,830 | $47,926,111 | 9.38% |
| Legacy Financial Group LLC | 371,379 | $47,231,929 | 9.29% |
| Jackson, Grant Investment Advisers, Inc. | 179,231 | $22,794,592 | 9.20% |
| O'Dell Group, LLC | 272,349 | $35,743,066 | 8.76% |
| MARINO, STRAM & ASSOCIATES LLC | 261,842 | $33,301,124 | 8.14% |
| SARD WEALTH MANAGEMENT GROUP, LLC | 90,469 | $11,505,897 | 8.08% |