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 | $657,187 | -10.9% | 5,714 | -5.1% | 0.43% | -11.5% |
| Q2 2023 | $737,738 | -5.6% | 6,018 | -4.8% | 0.48% | +5.7% |
| Q1 2023 | $781,806 | -11.4% | 6,320 | -10.4% | 0.46% | -18.5% |
| Q4 2022 | $882,859 | +11.3% | 7,057 | -0.8% | 0.56% | +1.8% |
| Q3 2022 | $793,000 | -6.8% | 7,113 | -0.8% | 0.55% | -0.7% |
| Q2 2022 | $851,000 | -16.5% | 7,168 | -9.9% | 0.56% | -5.4% |
| Q1 2022 | $1,019,000 | -49.2% | 7,954 | -48.8% | 0.59% | -45.5% |
| Q4 2021 | $2,007,000 | -18.8% | 15,543 | -23.2% | 1.08% | -38.8% |
| Q2 2021 | $2,473,000 | +10.0% | 20,228 | +6.2% | 1.77% | -2.7% |
| Q1 2021 | $2,249,000 | +22.9% | 19,052 | +15.1% | 1.82% | +118.9% |
| Q4 2020 | $1,830,000 | – | 16,552 | – | 0.83% | – |
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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% |