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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $242,000 | +8.5% | 1,870 | -1.4% | 0.12% | -3.2% |
| Q3 2021 | $223,000 | -5.9% | 1,897 | -2.1% | 0.12% | -8.1% |
| Q2 2021 | $237,000 | +3.5% | 1,937 | 0.0% | 0.14% | -4.2% |
| Q1 2021 | $229,000 | +11.7% | 1,937 | 0.0% | 0.14% | +6.8% |
| Q4 2020 | $205,000 | -17.0% | 1,937 | -27.5% | 0.13% | -26.5% |
| Q3 2020 | $247,000 | +2.5% | 2,672 | +0.9% | 0.18% | -17.7% |
| Q2 2020 | $241,000 | -13.9% | 2,647 | -24.4% | 0.22% | -30.8% |
| Q1 2020 | $280,000 | – | 3,503 | – | 0.32% | – |
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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% |