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 | $518,044 | -6.8% | 4,504 | -0.7% | 1.77% | -7.4% |
| Q2 2023 | $555,956 | -0.9% | 4,535 | +0.0% | 1.91% | -6.1% |
| Q1 2023 | $560,724 | -1.4% | 4,533 | -0.2% | 2.04% | -4.5% |
| Q4 2022 | $568,505 | +12.4% | 4,544 | +0.1% | 2.13% | +5.5% |
| Q3 2022 | $506,000 | -10.9% | 4,541 | -5.2% | 2.02% | -4.9% |
| Q2 2022 | $568,000 | -7.8% | 4,788 | -0.5% | 2.12% | +27.8% |
| Q1 2022 | $616,000 | -23.9% | 4,810 | -23.2% | 1.66% | +143.2% |
| Q4 2021 | $809,000 | +3.7% | 6,265 | -5.6% | 0.68% | -3.7% |
| Q3 2021 | $780,000 | -6.0% | 6,638 | -2.2% | 0.71% | -6.5% |
| Q2 2021 | $830,000 | -4.4% | 6,786 | -7.7% | 0.76% | -8.6% |
| Q1 2021 | $868,000 | -16.1% | 7,351 | -24.8% | 0.83% | -17.9% |
| Q4 2020 | $1,035,000 | -1.8% | 9,777 | -14.4% | 1.01% | -7.3% |
| Q3 2020 | $1,054,000 | -20.8% | 11,416 | -21.8% | 1.09% | -29.4% |
| Q2 2020 | $1,331,000 | -82.5% | 14,599 | -84.7% | 1.54% | -84.5% |
| Q1 2020 | $7,618,000 | -23.4% | 95,394 | +3.2% | 9.94% | -1.2% |
| Q4 2019 | $9,941,000 | – | 92,418 | – | 10.06% | – |
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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% |