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 | $144,232 | -5.5% | 1,254 | +0.6% | 0.07% | 0.0% |
| Q2 2023 | $152,704 | -34.4% | 1,246 | -33.8% | 0.07% | -39.2% |
| Q1 2023 | $232,869 | -0.7% | 1,882 | +0.4% | 0.12% | +1.7% |
| Q4 2022 | $234,576 | +38.0% | 1,875 | +23.3% | 0.12% | +22.9% |
| Q3 2022 | $170,000 | -5.6% | 1,521 | +0.5% | 0.10% | +3.2% |
| Q2 2022 | $180,000 | -8.6% | 1,513 | -1.4% | 0.09% | -3.1% |
| Q1 2022 | $197,000 | -1.0% | 1,534 | -0.3% | 0.10% | +1.1% |
| Q4 2021 | $199,000 | +6.4% | 1,538 | -3.1% | 0.10% | -4.0% |
| Q3 2021 | $187,000 | -3.1% | 1,588 | +0.6% | 0.10% | -7.5% |
| Q2 2021 | $193,000 | +6.6% | 1,579 | +3.1% | 0.11% | -4.5% |
| Q1 2021 | $181,000 | +12.4% | 1,531 | +0.5% | 0.11% | +4.7% |
| Q4 2020 | $161,000 | -0.6% | 1,523 | -13.0% | 0.11% | -18.9% |
| Q3 2020 | $162,000 | +1.9% | 1,750 | +0.6% | 0.13% | +3.1% |
| Q2 2020 | $159,000 | +15.2% | 1,739 | +0.6% | 0.13% | -9.9% |
| Q1 2020 | $138,000 | -25.4% | 1,728 | +0.6% | 0.14% | -4.7% |
| Q4 2019 | $185,000 | – | 1,717 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,785,183 | $142,565,000 | 24.82% |
| Silversage Advisors | 157,501 | $12,578,000 | 18.38% |
| Stratford Consulting, LLC | 338,583 | $27,039,000 | 12.34% |
| O'Dell Group, LLC | 219,326 | $17,515,000 | 11.39% |
| SIMON QUICK ADVISORS, LLC | 372,729 | $29,766,000 | 11.04% |
| MARINO, STRAM & ASSOCIATES LLC | 177,396 | $14,167,000 | 10.92% |
| Jackson, Grant Investment Advisers, Inc. | 171,447 | $13,692,000 | 10.10% |
| Wolff Financial Management LLC | 167,242 | $13,356,000 | 10.08% |
| Essex Private Wealth Management, LLC | 95,394 | $7,618,000 | 9.94% |
| One Charles Private Wealth Services, LLC | 142,887 | $11,411,000 | 9.42% |