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 | $6,428,434 | +64.0% | 56,197 | +72.8% | 0.32% | -36.3% |
| Q2 2023 | $3,919,767 | -46.1% | 32,529 | -44.4% | 0.50% | +38.1% |
| Q1 2023 | $7,268,535 | -23.2% | 58,542 | -22.6% | 0.36% | -16.9% |
| Q4 2022 | $9,462,101 | +39.0% | 75,630 | +23.9% | 0.44% | +7.9% |
| Q3 2022 | $6,806,000 | -15.8% | 61,041 | -10.3% | 0.41% | -12.8% |
| Q2 2022 | $8,079,000 | -14.9% | 68,065 | -8.2% | 0.47% | +34.6% |
| Q1 2022 | $9,497,000 | -16.7% | 74,134 | -16.0% | 0.35% | -16.8% |
| Q4 2021 | $11,402,000 | – | 88,305 | – | 0.42% | – |
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% |