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 | $776,789 | -17.5% | 6,754 | -12.1% | 0.19% | -14.7% |
| Q2 2023 | $941,000 | -20.4% | 7,680 | -19.6% | 0.22% | -23.5% |
| Q1 2023 | $1,182,000 | -1.0% | 9,558 | +0.2% | 0.29% | -6.1% |
| Q4 2022 | $1,194,000 | +15.5% | 9,541 | +2.9% | 0.31% | +6.5% |
| Q3 2022 | $1,034,000 | -12.1% | 9,276 | -6.4% | 0.29% | -8.2% |
| Q2 2022 | $1,176,000 | -5.6% | 9,905 | +1.8% | 0.32% | +4.9% |
| Q1 2022 | $1,246,000 | +3.9% | 9,729 | +4.8% | 0.30% | +1.3% |
| Q4 2021 | $1,199,000 | -18.2% | 9,283 | -25.5% | 0.30% | -25.7% |
| Q3 2021 | $1,465,000 | -3.6% | 12,459 | +0.3% | 0.40% | -4.7% |
| Q2 2021 | $1,519,000 | +8.7% | 12,424 | +4.9% | 0.42% | -3.6% |
| Q1 2021 | $1,397,000 | +18.0% | 11,840 | +5.9% | 0.44% | +7.8% |
| Q4 2020 | $1,184,000 | +15.5% | 11,180 | +0.8% | 0.41% | +2.5% |
| Q3 2020 | $1,025,000 | -4.7% | 11,092 | -6.0% | 0.40% | -15.7% |
| Q2 2020 | $1,076,000 | +14.7% | 11,800 | +0.5% | 0.47% | -4.3% |
| Q1 2020 | $938,000 | – | 11,743 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |