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 | $608,978 | -5.6% | 5,295 | +0.7% | 0.24% | -10.0% |
Q2 2023 | $644,771 | -2.8% | 5,260 | -1.9% | 0.27% | -0.7% |
Q1 2023 | $663,086 | +0.7% | 5,360 | +1.8% | 0.27% | +3.4% |
Q4 2022 | $658,454 | +19.1% | 5,263 | +6.2% | 0.26% | -13.8% |
Q3 2022 | $552,795 | +12.5% | 4,958 | +19.7% | 0.30% | +11.3% |
Q2 2022 | $491,531 | +6.9% | 4,141 | +15.3% | 0.27% | +35.0% |
Q1 2022 | $459,889 | +3.3% | 3,590 | +4.1% | 0.20% | +20.1% |
Q4 2021 | $445,257 | – | 3,448 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,858,029 | $187,438,000 | 27.28% |
Stratford Consulting, LLC | 347,992 | $35,105,000 | 12.40% |
O'Dell Group, LLC | 198,843 | $20,059,000 | 12.16% |
Wolff Financial Management LLC | 145,042 | $14,632,000 | 11.26% |
MARINO, STRAM & ASSOCIATES LLC | 148,967 | $15,028,000 | 11.01% |
Jackson, Grant Investment Advisers, Inc. | 182,221 | $18,382,000 | 10.71% |
Spectrum Asset Management, Inc. (NB/CA) | 153,317 | $15,467,000 | 9.71% |
Osbon Capital Management LLC | 75,156 | $7,582,000 | 8.06% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 101,866 | $10,276,000 | 7.64% |
CRA Financial Services, LLC | 122,399 | $12,348,000 | 7.42% |