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% | – |
Download | ||||||
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% |