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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $253,373 | -0.9% | 2,067 | 0.0% | 0.13% | -3.8% |
Q1 2023 | $255,709 | +95671.2% | 2,067 | -3.3% | 0.13% | -25.4% |
Q4 2022 | $267 | -99.9% | 2,137 | 0.0% | 0.18% | -11.9% |
Q3 2022 | $238,000 | -5.9% | 2,137 | 0.0% | 0.20% | -12.6% |
Q2 2022 | $253,000 | -7.7% | 2,137 | 0.0% | 0.23% | +115.0% |
Q1 2022 | $274,000 | -0.7% | 2,137 | 0.0% | 0.11% | +32.1% |
Q4 2021 | $276,000 | +10.0% | 2,137 | 0.0% | 0.08% | -8.0% |
Q3 2021 | $251,000 | -12.2% | 2,137 | -8.8% | 0.09% | -30.7% |
Q2 2021 | $286,000 | +3.6% | 2,342 | 0.0% | 0.13% | -76.7% |
Q1 2021 | $276,000 | -0.4% | 2,342 | -10.4% | 0.55% | +205.0% |
Q4 2020 | $277,000 | -43.2% | 2,613 | -9.4% | 0.18% | -6.8% |
Q3 2020 | $488,000 | +102.5% | 2,884 | +9.2% | 0.19% | -38.1% |
Q2 2020 | $241,000 | +14.2% | 2,640 | 0.0% | 0.31% | -24.2% |
Q1 2020 | $211,000 | -27.5% | 2,640 | -2.6% | 0.41% | +47.1% |
Q4 2019 | $291,000 | – | 2,710 | – | 0.28% | – |
Download |
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% |