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 | $914,011 | +9.3% | 7,947 | +16.5% | 0.02% | 0.0% |
| Q2 2023 | $835,994 | -5.8% | 6,820 | -4.9% | 0.02% | -9.5% |
| Q1 2023 | $886,999 | -3.0% | 7,170 | -1.9% | 0.02% | -12.5% |
| Q4 2022 | $914,802 | +13.2% | 7,312 | +1.0% | 0.02% | +9.1% |
| Q3 2022 | $808,000 | -7.2% | 7,242 | -1.3% | 0.02% | 0.0% |
| Q2 2022 | $871,000 | -3.2% | 7,339 | +4.5% | 0.02% | +10.0% |
| Q1 2022 | $900,000 | -32.7% | 7,022 | -32.2% | 0.02% | -25.9% |
| Q4 2021 | $1,338,000 | – | 10,360 | – | 0.03% | – |
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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% |