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 | $684 | -3.5% | 5,951 | +2.9% | 0.07% | +1.4% |
Q2 2023 | $709 | -99.7% | 5,783 | +189.2% | 0.07% | +153.6% |
Q3 2022 | $223,000 | -12.5% | 2,000 | -7.0% | 0.03% | -6.7% |
Q2 2022 | $255,000 | -0.4% | 2,150 | +7.5% | 0.03% | +20.0% |
Q1 2022 | $256,000 | +4.5% | 2,000 | +5.3% | 0.02% | +8.7% |
Q4 2021 | $245,000 | +9.9% | 1,900 | 0.0% | 0.02% | -23.3% |
Q3 2021 | $223,000 | +7.7% | 1,900 | +8.6% | 0.03% | +42.9% |
Q1 2021 | $207,000 | -10.4% | 1,750 | -18.6% | 0.02% | -34.4% |
Q4 2019 | $231,000 | +4.5% | 2,150 | 0.0% | 0.03% | -3.0% |
Q3 2019 | $221,000 | -1.8% | 2,150 | -6.5% | 0.03% | -10.8% |
Q3 2018 | $225,000 | -0.9% | 2,299 | -6.1% | 0.04% | -5.1% |
Q2 2018 | $227,000 | +1.8% | 2,449 | 0.0% | 0.04% | -31.6% |
Q1 2018 | $223,000 | -14.2% | 2,449 | -10.9% | 0.06% | -6.6% |
Q4 2017 | $260,000 | -15.0% | 2,749 | -17.9% | 0.06% | -20.8% |
Q3 2017 | $306,000 | -12.8% | 3,349 | -15.2% | 0.08% | -17.2% |
Q2 2017 | $351,000 | -6.6% | 3,949 | -7.4% | 0.09% | -13.1% |
Q1 2017 | $376,000 | -45.8% | 4,264 | -47.4% | 0.11% | -63.0% |
Q4 2016 | $694,000 | +5.0% | 8,114 | +3.5% | 0.29% | -5.6% |
Q3 2016 | $661,000 | +1686.5% | 7,839 | +3.3% | 0.31% | +319.2% |
Q2 2016 | $37,000 | – | 7,589 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 1,843,331 | $217,568,000 | 19.08% |
Legacy Financial Group LLC | 289,478 | $34,167,000 | 11.87% |
O'Dell Group, LLC | 230,525 | $27,209,000 | 9.53% |
Wolff Financial Management LLC | 175,571 | $20,723,000 | 9.50% |
DENVER WEALTH MANAGEMENT, INC. | 65,145 | $8,346,000 | 8.80% |
MARINO, STRAM & ASSOCIATES LLC | 186,448 | $22,006,000 | 8.60% |
Jackson, Grant Investment Advisers, Inc. | 156,116 | $18,426,000 | 8.48% |
Altus Wealth Group LLC | 65,155 | $8,161,000 | 8.11% |
Hubbell Strickland Wealth Management, LLC | 92,118 | $10,873,000 | 6.99% |
Cadent Capital Advisors, LLC | 132,706 | $15,663,000 | 6.95% |