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 2023 | $209,489 | -0.9% | 1,709 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $211,420 | -1.1% | 1,709 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $213,813 | +5.3% | 1,709 | 0.0% | 0.04% | -6.2% |
| Q2 2022 | $203,000 | -7.3% | 1,709 | 0.0% | 0.05% | +4.3% |
| Q1 2022 | $219,000 | -0.9% | 1,709 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $221,000 | +10.0% | 1,709 | 0.0% | 0.04% | +2.3% |
| Q3 2021 | $201,000 | -3.8% | 1,709 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $209,000 | +3.5% | 1,709 | 0.0% | 0.04% | -13.5% |
| Q1 2021 | $202,000 | -58.3% | 1,709 | -62.1% | 0.05% | -68.3% |
| Q4 2019 | $484,000 | +4.8% | 4,504 | 0.0% | 0.16% | -6.8% |
| Q3 2019 | $462,000 | -8.2% | 4,504 | -9.7% | 0.18% | 0.0% |
| Q2 2019 | $503,000 | -15.3% | 4,989 | -16.6% | 0.18% | -16.2% |
| Q1 2019 | $594,000 | +11.0% | 5,980 | 0.0% | 0.21% | +4.5% |
| Q4 2018 | $535,000 | -8.7% | 5,980 | 0.0% | 0.20% | -21.8% |
| Q3 2018 | $586,000 | -30.0% | 5,980 | -33.8% | 0.26% | -30.5% |
| Q2 2018 | $837,000 | +1.6% | 9,033 | 0.0% | 0.37% | -1.6% |
| Q1 2018 | $824,000 | -3.4% | 9,033 | 0.0% | 0.38% | -11.3% |
| Q4 2017 | $853,000 | +3.4% | 9,033 | 0.0% | 0.42% | +8.4% |
| Q3 2017 | $825,000 | +2.7% | 9,033 | 0.0% | 0.39% | +5.7% |
| Q2 2017 | $803,000 | +0.9% | 9,033 | 0.0% | 0.37% | +3.4% |
| Q1 2017 | $796,000 | +3.0% | 9,033 | 0.0% | 0.36% | -9.6% |
| Q4 2016 | $773,000 | – | 9,033 | – | 0.40% | – |
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% |