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 | $348,270 | -5.2% | 3,028 | +1.1% | 0.04% | -4.8% |
Q2 2023 | $367,266 | -0.7% | 2,996 | +0.2% | 0.04% | -6.7% |
Q1 2023 | $370,015 | -3.2% | 2,991 | -2.1% | 0.04% | -10.0% |
Q4 2022 | $382,392 | +4.8% | 3,056 | -6.6% | 0.05% | -7.4% |
Q3 2022 | $365,000 | +1.4% | 3,272 | +7.8% | 0.05% | +1.9% |
Q2 2022 | $360,000 | -0.8% | 3,036 | +7.2% | 0.05% | +15.2% |
Q1 2022 | $363,000 | -0.5% | 2,831 | +0.1% | 0.05% | -4.2% |
Q4 2021 | $365,000 | +37.2% | 2,827 | +24.9% | 0.05% | 0.0% |
Q3 2021 | $266,000 | -2.6% | 2,263 | +1.2% | 0.05% | -2.0% |
Q2 2021 | $273,000 | +4.2% | 2,236 | +0.7% | 0.05% | -14.0% |
Q1 2021 | $262,000 | +12.9% | 2,220 | +1.3% | 0.06% | +39.0% |
Q4 2020 | $232,000 | – | 2,191 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |