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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,170,567 | +16.0% | 9,366 | +6.7% | 0.44% | +7.4% |
Q3 2023 | $1,009,502 | -6.2% | 8,777 | 0.0% | 0.40% | -2.9% |
Q2 2023 | $1,075,920 | -0.8% | 8,777 | +0.1% | 0.42% | -5.7% |
Q1 2023 | $1,084,202 | -0.7% | 8,764 | +0.4% | 0.44% | +4.0% |
Q4 2022 | $1,092,318 | +12.3% | 8,731 | 0.0% | 0.42% | +2.2% |
Q3 2022 | $973,000 | -6.1% | 8,731 | +0.0% | 0.42% | -3.3% |
Q2 2022 | $1,036,000 | -8.1% | 8,730 | -0.8% | 0.43% | +4.9% |
Q1 2022 | $1,127,000 | -11.5% | 8,797 | -10.8% | 0.41% | -7.9% |
Q4 2021 | $1,273,000 | – | 9,861 | – | 0.44% | – |
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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% |