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 2022 | $209,000 | -48.3% | 1,760 | -44.1% | 0.04% | -25.5% |
| Q1 2022 | $404,000 | -35.3% | 3,150 | -34.9% | 0.06% | -34.5% |
| Q4 2021 | $624,000 | +4.5% | 4,835 | -4.7% | 0.08% | 0.0% |
| Q3 2021 | $597,000 | -27.0% | 5,076 | -24.1% | 0.08% | -33.3% |
| Q2 2021 | $818,000 | +0.5% | 6,686 | -3.0% | 0.13% | -5.3% |
| Q1 2021 | $814,000 | -26.5% | 6,895 | -34.0% | 0.13% | -30.0% |
| Q4 2020 | $1,107,000 | +427.1% | 10,450 | +351.8% | 0.19% | +128.9% |
| Q2 2020 | $210,000 | – | 2,313 | – | 0.08% | – |
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% |