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 | $3,097,334 | -5.5% | 26,931 | +0.7% | 4.42% | -3.3% |
| Q2 2023 | $3,278,770 | +4.9% | 26,748 | +5.9% | 4.58% | +49.8% |
| Q1 2023 | $3,126,028 | -1.1% | 25,269 | 0.0% | 3.06% | +2.9% |
| Q4 2022 | $3,161,657 | +3.9% | 25,269 | -7.4% | 2.97% | +45.5% |
| Q3 2022 | $3,043,000 | -6.1% | 27,294 | 0.0% | 2.04% | -30.4% |
| Q2 2022 | $3,239,000 | -9.3% | 27,294 | -1.0% | 2.93% | +7.4% |
| Q1 2022 | $3,571,000 | -0.6% | 27,566 | -1.1% | 2.73% | +4.0% |
| Q4 2021 | $3,591,000 | – | 27,870 | – | 2.62% | – |
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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% |