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 | $3,980,505 | -17.1% | 34,610 | -11.6% | 1.69% | -13.9% |
| Q2 2023 | $4,801,332 | -4.3% | 39,169 | -3.4% | 1.96% | -10.4% |
| Q1 2023 | $5,018,030 | +11.6% | 40,563 | +12.8% | 2.19% | +5.3% |
| Q4 2022 | $4,498,205 | +38.1% | 35,954 | +23.1% | 2.08% | +23.8% |
| Q3 2022 | $3,256,692 | +7.8% | 29,208 | +14.7% | 1.68% | +11.3% |
| Q2 2022 | $3,021,373 | -5.2% | 25,456 | +2.3% | 1.51% | +9.7% |
| Q1 2022 | $3,187,761 | -15.9% | 24,883 | -15.2% | 1.38% | -9.7% |
| Q4 2021 | $3,790,188 | – | 29,354 | – | 1.52% | – |
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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% |