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 | $483,042 | -18.3% | 4,200 | -12.9% | 0.25% | -6.4% |
| Q2 2023 | $590,958 | -76.1% | 4,821 | -75.8% | 0.27% | -57.1% |
| Q1 2023 | $2,469,477 | +323.8% | 19,897 | +327.2% | 0.62% | +119.1% |
| Q4 2022 | $582,762 | +8.7% | 4,658 | -3.2% | 0.28% | -21.8% |
| Q3 2022 | $536,000 | -49.7% | 4,812 | -46.4% | 0.36% | +265.7% |
| Q2 2022 | $1,066,000 | +310.0% | 8,979 | +342.3% | 0.10% | +26.9% |
| Q1 2022 | $260,000 | -74.6% | 2,030 | -74.4% | 0.08% | -2.5% |
| Q4 2021 | $1,024,000 | +328.5% | 7,931 | +290.7% | 0.08% | +11.1% |
| Q3 2021 | $239,000 | -71.4% | 2,030 | -70.3% | 0.07% | -17.2% |
| Q2 2021 | $837,000 | – | 6,844 | – | 0.09% | – |
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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% |