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 | $3,189,217 | -3.4% | 27,729 | +3.0% | 0.78% | -2.1% |
| Q2 2023 | $3,300,846 | -5.9% | 26,928 | -5.1% | 0.80% | -8.6% |
| Q1 2023 | $3,509,314 | +3.5% | 28,367 | +4.7% | 0.88% | -13.4% |
| Q4 2022 | $3,390,415 | +10.8% | 27,099 | -1.3% | 1.01% | -36.7% |
| Q3 2022 | $3,061,000 | +29.3% | 27,449 | +37.6% | 1.60% | +85.4% |
| Q2 2022 | $2,367,000 | +4.5% | 19,944 | +12.8% | 0.86% | -2.4% |
| Q1 2022 | $2,264,000 | +4.2% | 17,676 | +5.1% | 0.88% | +4.4% |
| Q4 2021 | $2,172,000 | – | 16,819 | – | 0.85% | – |
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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% |